Aldebaran Capital
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About
Aldebaran Capital provides discretionary asset management and financial planning primarily for individuals and high‑net‑worth clients, and also offers retirement‑plan advisory services to qualified plans as a limited‑scope ERISA 3(21) fiduciary, assisting plan sponsors with investment policy development, monitoring of plan investment options, and participant education. The firm documents client goals and allows client‑imposed investment restrictions while delivering ongoing portfolio monitoring and reporting.
The firm combines fundamental, technical and charting analysis to construct portfolios and implements strategies that can include long‑ and short‑term holdings, option writing, and other active trading approaches. Aldebaran manages accounts on a discretionary basis under written investment profiles and performs periodic (at least quarterly) reviews of allocations, rebalancing opportunities and tax‑loss harvesting.
Aldebaran is notable for offering ERISA pension consulting alongside individual portfolio management and for charging fixed fees for some planning work — features that are uncommon for firms of this profile. The brochure also discloses that client accounts may use margin, leverage and derivative instruments and that the firm does not act as a private fund adviser, and it leaves proxy voting to clients unless assistance is requested.
Client services
Expertise
Fee options
Between $2,000 and $10,000 for financial planning
Under $0 - $500,000: 0.50%-1.00% annually for equities; 0.50% annually for bonds Over $500,000+: Negotiable fee for equities and bonds
$250 per hour for financial planning
Account minimum: $25,000
Main office
See office360 Clinton Avenue, Apt 3m
Brooklyn NY 11238
Advisors at this office
1
Offices (2)
Most active in
Louisiana · New York
Also doing business as
Aldebaran Capital · Equity Assets, L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Zella F
Series 65
Brooklyn, NY
Aldebaran Capital
Zella Fisher is affiliated with Aldebaran Capital and holds a Series 65 credential. She has no prior experience as a financial advisor and previously worked for Macmillan Publishers for ten years. Aldebaran Capital provides discretionary asset management and financial planning primarily for individuals and high-net-worth clients, as well as retirement-plan advisory services to qualified plans under a limited-scope ERISA 3(21) fiduciary arrangement. The firm uses a combination of fundamental, technical, and charting analysis to manage accounts on a discretionary basis, offering strategies such as option writing and active trading.
Steven J
Series 63, Series 65
New Orleans, LA
Aldebaran Capital
Steven Jacobson is a financial advisor with Aldebaran Capital in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Union Capital Management Corp., and advisory work through his own firms. Aldebaran Capital provides discretionary asset management and financial planning primarily for individuals and high-net-worth clients, along with retirement-plan advisory services as a limited-scope ERISA 3(21) fiduciary. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios, offering active trading strategies and regular reviews of allocations and tax-loss harvesting.
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