A complete list of active advisors currently associated with Aldebaran Capital, LLC

Warmer can help you find a great advisor at Aldebaran Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Aldebaran Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.