Data / Investment advisers / Indiana / Aldebaran Capital, LLC
Aldebaran Capital, LLC, Carmel, IN: $167 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aldebaran Capital, LLC is an SEC registered investment adviser with its main office in Carmel, Indiana and reports $167 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Aldebaran Capital, LLC (CRD number 122360): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 122360
- SEC file number
- 801-121379
- SEC status
- Approved, effective June 2, 2021
- Main office
- 10293 N. Meridian Street Suite 300, Carmel, IN 46290
- Phone
- (317) 818-7827
- Website
- aldebarancapital.com
- Regulatory AUM
- $166,904,220 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $161,345,854
- Non discretionary AUM
- $5,558,366
- Accounts
- 306
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $125.7 million |
| Individuals (other than high net worth individuals) | 105 | $29.6 million |
| Charitable organizations | Fewer than 5 | $6.2 million |
| Corporations or other businesses | Fewer than 5 | $3.7 million |
| Pension and profit sharing plans | Fewer than 5 | $1.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $166.9 million | March 31, 2026 |
| December 1, 2025 | $161.8 million | March 31, 2025 |
Other advisers in Carmel
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Intrepid Financial Planning Group, LLC | Carmel | $390.4 million | Not listed | adviserinfo.sec.gov |
| Gimbal Financial, LLC | Carmel | $290 million | Not listed | adviserinfo.sec.gov |
| Strive Financial Group, LLC | Carmel | $246.7 million | Not listed | adviserinfo.sec.gov |
| Four Quadrant Wealth Advisors, Inc. | Carmel | $219 million | Not listed | adviserinfo.sec.gov |
| Greenleaf Financial Group | Carmel | $175.2 million | Not listed | adviserinfo.sec.gov |
| McMahan Capital Management | Carmel | $135.9 million | Not listed | adviserinfo.sec.gov |
| Fortitude Private Wealth | Carmel | $126.5 million | Not listed | adviserinfo.sec.gov |
| Integrated Investment Strategies,Inc. | Carmel | $104.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Carmel, IN
- Investment advisers in Indiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Aldebaran Capital, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.