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| Happy Holidays!! thanks for using AUM13F!! |
| Aldebaran Financial Inc
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|---|---|
| CRD # | 105741 |
| SEC # | 801-31093 |
| CIK # | 0001353110 |
| AUM | $198.1 M (2025-03-31) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 423-239-7535 |
| Address | 200 Colonial Heights Road Kingsport, TN 37663 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fortinet Inc | 7.7 | ||
| Apple Inc | 5.1 | ||
| Microsoft Corp | 4.2 | ||
| Nvidia Corp | 3.6 | ||
| J P Morgan Chase & Co | 3.3 | ||
| Waste Management Inc | 2.5 | ||
| Facebook Inc | 2.4 | ||
| Wal Mart Stores Inc | 2.3 | ||
| Procter & Gamble Co | 2.0 | ||
| Alphabet Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 562 | 58.2 |
| (b) Individuals (high net worth individuals) | 66 | 125.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 14.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 639 | 198.1 |
| By Discretionary | ||
| Discretionary | 639 | 198.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 639 | 198.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.1 | |
| Total | 639 | 198.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001353110] |
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|---|---|---|
|
BA Schrock Wealth Management Inc
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OH | 0.2 |
|
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SD | 0.2 |
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IL | 0.2 |
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Figure 8 Investment Strategies LLC
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ID | 0.2 |
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Lyon Wealth Advisors Group LLC
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NC | 0.2 |
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DaVinci Financial Designs LLC
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IFS Advisors LLC
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KS | 0.2 |
|
Blackridge Asset Management LLC
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FL | 0.2 |
|
Primoris Wealth Advisors LLC
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|
FL | 0.2 |
|
Bay Capital Advisors LLC
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VA | 0.2 |