# Aldebaran Capital, LLC

> Aldebaran Capital, LLC is an SEC-registered investment advisory firm in Carmel, IN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 122360
- Filed as: ALDEBARAN CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122360
- AdvisorCensus page: https://advisorcensus.com/firm/aldebaran-capital-llc-carmel-in-122360

## Quick answers

**How is Aldebaran Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aldebaran Capital, LLC reports these compensation arrangements: a percentage of assets under its management.

**What does Aldebaran Capital, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $250,000: 1.25% a year; $250,000 to $1,000,000: 1% a year; Above $1,000,000: 0.75% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aldebaran Capital, LLC located?**
Aldebaran Capital, LLC's principal office is in Carmel, IN, according to its Form ADV.

**Is Aldebaran Capital, LLC registered with the SEC or a state?**
Aldebaran Capital, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 122360.

**How much does Aldebaran Capital, LLC manage?**
Aldebaran Capital, LLC reports $166,904,220 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary).

**How have Aldebaran Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Aldebaran Capital, LLC: Regulatory assets under management: $107,681,510 in the October 2021 data and $166,904,220 in the October 2026 data, up 55%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aldebaran Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105); high net worth individuals (42).

**Which custodians does Aldebaran Capital, LLC use?**
Aldebaran Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Aldebaran Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122360

**Does Aldebaran Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "AC generally requires a minimum investment of $100,000 to open up a managed investment account. This minimum may be waived at AC's discretion."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Up to $250,000: 1.25% a year
- $250,000 to $1,000,000: 1% a year
- Above $1,000,000: 0.75% a year

> 1.25% annually on the first $250,000 under management, 1.00% annually on the next $750,000, under management, and 0.75% annually on amounts over $1,000,000.

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> AC generally requires a minimum investment of $100,000 to open up a managed investment account. This minimum may be waived at AC's discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $166,904,220
- Discretionary: $161,345,854
- Non-discretionary: $5,558,366

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $29,596,508 |
| High net worth individuals | 42 | $125,701,172 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,699,709 |
| Charitable organizations | Fewer than 5 | $6,176,909 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,729,922 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aldebarancapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $107,681,510 | 2 | May 3, 2021 |
| October 2022 | $133,644,843 | 2 | March 31, 2022 |
| October 2023 | $140,139,483 | 2 | March 31, 2023 |
| October 2024 | $149,476,454 | 2 | March 30, 2024 |
| October 2025 | $161,767,272 | 2 | March 31, 2025 |
| October 2026 | $166,904,220 | 2 | March 31, 2026 |

Regulatory assets under management: $107,681,510 in the October 2021 data and $166,904,220 in the October 2026 data, up 55%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aldebaran Capital, LLC (CRD 122360): Form ADV filing data as of October 2026.