Aldebaran Capital, LLC
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About
Aldebaran Capital, LLC is an SEC-registered, fee-only investment adviser that manages separate, custodial stock portfolios for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, not-for-profits, and corporate accounts. The firm delivers primarily discretionary portfolio management while maintaining some non-discretionary accounts separately and does not participate in wrap fee programs.
The firm employs a fundamental, value-oriented investment process that emphasizes margin of safety and long-term holding periods, implementing portfolios composed largely of individual equity positions across small, mid, and large capitalizations. Investment decisions are driven by in-house research paid for by the firm, low turnover, and client-directed constraints established at onboarding; the firm also handles proxy voting for client holdings unless clients elect to vote themselves.
Compared with many peers, Aldebaran emphasizes direct stock selection rather than pooled vehicles or model-driven strategies and produces a detailed annual report for clients that includes holdings, performance, transactions, and a letter discussing the firm’s market views. The firm remains compact and founder-led, maintains independence from custodial research or product sales, and focuses on a concentrated, research-driven value mandate that may differ from more product-centric or higher-turnover advisory practices.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% annually $250,000 - $1,000,000: 1.00% annually $1,000,000+: 0.75% annually
Account minimum: $100,000 Fee-only: Fee-only investment advisory services with annual fees based on assets under management as per tiered schedule.
Main office
10293 N. Meridian St., Suite 300
Carmel IN 46290
Advisors at this office
2
Most active in
Florida · Indiana · Texas
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.
Advisors at this firm
Kenneth S
CFA®, Series 63
Carmel, IN
Aldebaran Capital, LLC
Kenneth Skarbeck is a CFA® charterholder with 27 years of industry experience. He has been with Aldebaran Capital, LLC since 1999. The firm is a fee-only, SEC-registered investment adviser that manages individual-stock portfolios for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and corporations. Aldebaran Capital follows a fundamental, value-oriented investment approach based on Benjamin Graham’s principles, focusing on margin of safety and long-term appreciation through selective equity purchases, with most accounts managed on a discretionary basis.
Edward S
Series 65
Carmel, IN
Aldebaran Capital, LLC
Edward Skarbeck is a Series 65 licensed advisor with Aldebaran Capital, LLC, where he has worked since 1999, totaling 27 years of industry experience. He is based in Carmel, Indiana. Aldebaran Capital, LLC is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, not-for-profits, and corporate accounts. The firm focuses on a fundamental, value-oriented investment approach emphasizing margin of safety and long-term holding periods, managing primarily discretionary portfolios composed largely of individual equity positions across various capitalizations.
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