Aldebaran Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carmel, IN. Its latest Form ADV filing, dated March 31, 2026, reports $167M in regulatory assets under management, 2 employees, and 306 accounts.
Assets Under Management
$167M
Employees
2
Offices
--
Total Clients
147
Primary office
CARMEL, IN
10293 N. MERIDIAN STREET, SUITE 300, CARMEL, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
105
2
HNWI
28.6%
42
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of March 31, 2026
Discretionary96.7%
$161M
97% of total RAUM96.7%
Non-discretionary3.3%
$6M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$167M
Total Accounts306
10Y AUM Change+$59M (+55.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee74:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2021. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.