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ALDEBARAN FINANCIAL INC
CRD 105741 · SEC 801-31093
200 COLONIAL HEIGHTS ROAD, KINGSPORT, TN, 37663, United States
Phone
423-239-7535
Fax
423-389-9281
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.8M
Discretionary AUM
$222.8M
Team
8 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 307 | $64.4M |
| High net worth individuals | 43 | $138.4M |
| Charitable organizations | 16 | $20.1M |
States served
GA, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD