Aldebaran Financial Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$202,743,519
Clients
350
Advisors
3
of 8 employees
About
Aldebaran Financial Inc. provides discretionary portfolio management and consulting to a mix of individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and other entities, managing roughly $222.8 million across about 350 client accounts. Beyond investment oversight, the firm also prepares simple tax returns for some clients and offers limited-scope estate-planning legal document services through an in-house attorney.
The firm’s investment approach centers on strategic asset allocation informed by fundamental and technical research and a range of securities, including mutual funds, ETFs, individual stocks, municipal bonds, and options. Portfolios are constructed to reflect each client’s objectives, income needs, and tax situation, and Aldebaran typically implements those strategies on a discretionary basis.
Noteworthy distinctions include the presence of an in-house attorney and chief compliance officer who provides drafting and execution of wills, trusts, powers of attorney, and advanced directives — a service the brochure indicates the firm began offering in 2018. The firm’s small advisory team manages a relatively large aggregate asset base and client roster for its size, and it employs options and other derivative instruments in client accounts when deemed appropriate.
Client services
Expertise
Fee options
Fixed fees for specific services are offered but amounts not specified
0.75% annually
Hourly charges are reported in SEC Part 1 but specific rates not stated in brochure
Minimum fee: Fees are negotiable and may include fixed fees for specific services
Main office
200 Colonial Heights Road
Kingsport TN 37663
Advisors at this office
3
Most active in
Florida · Georgia · North Carolina · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Afi Aldebaran Financial Insights · Aldebaran Financial Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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
Kaylee F
Series 65
Kingsport, TN
Aldebaran Financial Inc
Kaylee Feathers is a financial advisor at Aldebaran Financial Inc. with a Series 65 designation and two years of industry experience. Prior to joining Aldebaran Financial in 2023, she worked at Eastman Credit Union and Ashford Advisors. Aldebaran Financial Inc. provides discretionary portfolio management and consulting to individuals, pension and profit-sharing plans, trusts, and estates. The firm employs a strategic asset-allocation approach with global diversification, combining passive and active funds, individual securities, and options, and offers additional services including limited-scope estate-planning legal support and tax preparation.
Peter R
Series 65
Kingsport, TN
Aldebaran Financial Inc
Peter Raber is a financial advisor at Aldebaran Financial Inc. with 16 years of industry experience. He holds a Series 65 designation and has been with Aldebaran Financial since 1995. Aldebaran Financial Inc. provides discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a strategic asset-allocation approach with global diversification, utilizing both passive and active mutual funds and ETFs, individual stocks, municipal bonds, and options, and offers additional services including limited-scope estate-planning legal support and simple tax return preparation.
Brian B
Series 65
Kingsport, TN
Aldebaran Financial Inc
Brian Brummett is a Series 65 licensed advisor with Aldebaran Financial Inc., where he has worked since 2016, accumulating eight years of industry experience. He is based in Kingsport, TN, and is one of three advisors at the firm. Aldebaran Financial Inc. provides discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities, managing approximately $222.8 million across about 350 client accounts. The firm’s investment approach emphasizes strategic asset allocation using fundamental and technical research and includes a range of securities such as mutual funds, ETFs, individual stocks, municipal bonds, and options. Additionally, Aldebaran offers tax preparation and limited-scope estate-planning legal document services through an in-house attorney.
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