ALDEBARAN FINANCIAL INC
  • ALDEBARAN FINANCIAL INC
  • AFI - ALDEBARAN FINANCIAL INSIGHTS

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 12/04/1987
ADV Location KINGSPORT, TN, United States
Contact Info 423 xxxxxxx
Websites
AUM* 222,811,637 29%
of that, discretionary 222,811,637 29%
Number of Employees 8
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 312,499 7%
% High Net Worth 11.75% 110%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

347M 297M 248M 198M 149M 99M 50M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name BROWN & EDWARDS Filing Date11/19/2025 Form ADV-E View Report
Accounting Firm Name BROWN & EDWARDS Filing Date02/03/2025 Form ADV-E View Report
Accounting Firm Name BROWN & EDWARDS Filing Date10/27/2023 Form ADV-E View Report

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Brochure Summary