Aldebaran Financial Inc

RIASEC RegisteredEst. 1987

Total AUM

$223M

Discretionary

$223M

100% of AUM

Avg account

$312K

Accounts

713

Employees

Advisory reps

Firm details

Headquarters: Kingsport, Tennessee
CRD number: 105741
Registered since: December 4, 1987
Website: afiadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI62.1%
Individuals28.89%
Charitable Organizations9.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Aldebaran Financial Inc is an independent registered investment adviser that has been SEC-registered since 1987. The firm is structured as a corporation with individual ownership and serves both individual/family and institutional clients. Its billing model is flexible, including percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm lists a law firm among its business activities and provides a range of advisory services: financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars. The firm is not identified as an active ESG investor and is not classified as a multi-state or newly formed adviser. Aldebaran does not act as a capital allocator, indicating it relies on external managers when clients receive exposure to third-party alternative strategies.