ALDEBARAN FINANCIAL INC
CRD #105741 SEC #801-31093 KINGSPORT, TN 423-239-7535
SEC Registered
Total AUM
$198.1M
Discretionary
$198.1M
Employees
8
Clients
251
Accounts
639
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $198.1M | $198.1M | $0 | 8 | 0 |
| Mar 2024 | $172.6M | $172.6M | $0 | 8 | 0 |
| Mar 2023 | $222.4M | $222.4M | $0 | 7 | 0 |
| Nov 2022 | $281.3M | $281.3M | $0 | 8 | 0 |
| Mar 2022 | $281.3M | $281.3M | $0 | 8 | 0 |
| Mar 2021 | $252.8M | $252.8M | $0 | 9 | 0 |
| Jun 2020 | $294.6M | $294.6M | $0 | 8 | 0 |
| Apr 2020 | $294.6M | $294.6M | $0 | 8 | 0 |
| Nov 2019 | $329.9M | $329.9M | $0 | 8 | 0 |
| Mar 2019 | $329.9M | $329.9M | $0 | 9 | 0 |
| Mar 2018 | $346.7M | $346.7M | $0 | 8 | 0 |
| Mar 2017 | $316.3M | $316.3M | $0 | 8 | 500 |
| May 2016 | $291.2M | $291.2M | $0 | 9 | 500 |
| Mar 2016 | $291.2M | $291.2M | $0 | 9 | 500 |
| Mar 2015 | $288.6M | $288.6M | $0 | 9 | 500 |
| Mar 2014 | $282.6M | $282.6M | $0 | 9 | 500 |
| Mar 2013 | $243.9M | $243.9M | $0 | 9 | 500 |
| Mar 2012 | $218.6M | $218.6M | $0 | 6 | 500 |
| Mar 2008 | $231.1M | $229.8M | $1.3M | 10 | -- |
| Aug 2007 | $197.6M | $189.2M | $8.4M | 10 | -- |
| Mar 2007 | $197.6M | $189.2M | $8.4M | 10 | -- |
| Mar 2006 | $178.4M | $172.4M | $6M | 10 | -- |
| Mar 2004 | $156M | $156M | $0 | 10 | -- |
| Apr 2002 | $141.8M | $141.8M | $0 | 10 | -- |
DateMar 2025
Total AUM$198.1M
Discretionary$198.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$172.6M
Discretionary$172.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$222.4M
Discretionary$222.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$281.3M
Discretionary$281.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$281.3M
Discretionary$281.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$252.8M
Discretionary$252.8M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$294.6M
Discretionary$294.6M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$294.6M
Discretionary$294.6M
Non-Disc.$0
Employees8
Clients0
DateNov 2019
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$346.7M
Discretionary$346.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$316.3M
Discretionary$316.3M
Non-Disc.$0
Employees8
Clients500
DateMay 2016
Total AUM$291.2M
Discretionary$291.2M
Non-Disc.$0
Employees9
Clients500
DateMar 2016
Total AUM$291.2M
Discretionary$291.2M
Non-Disc.$0
Employees9
Clients500
DateMar 2015
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees9
Clients500
DateMar 2014
Total AUM$282.6M
Discretionary$282.6M
Non-Disc.$0
Employees9
Clients500
DateMar 2013
Total AUM$243.9M
Discretionary$243.9M
Non-Disc.$0
Employees9
Clients500
DateMar 2012
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees6
Clients500
DateMar 2008
Total AUM$231.1M
Discretionary$229.8M
Non-Disc.$1.3M
Employees10
Clients--
DateAug 2007
Total AUM$197.6M
Discretionary$189.2M
Non-Disc.$8.4M
Employees10
Clients--
DateMar 2007
Total AUM$197.6M
Discretionary$189.2M
Non-Disc.$8.4M
Employees10
Clients--
DateMar 2006
Total AUM$178.4M
Discretionary$172.4M
Non-Disc.$6M
Employees10
Clients--
DateMar 2004
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$141.8M
Discretionary$141.8M
Non-Disc.$0
Employees10
Clients--