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- Custodian
- Charles Schwab & Company · Regions Bank · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-04-1987
- Office Locations
- 1
Office Locations
About Aldebaran Financial INC
Aldebaran Financial Inc is a Kingsport, TN wealth management and investment advisory firm focused on understanding clients first and guiding them through life transitions. Services include portfolio management plus tax preparation and planning for retirement, college, and estate needs. Portfolios skew toward ETFs and fixed income, with custody relationships including Charles Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
PETER WILLIAM RABER
Chief Compliance Officer, Chief Executive Officer, DIRECTOR, President, TREASURER
- CRD
- #3274903
- Ownership
- 75% or more
KATHERINE ARCHER RABER
DIRECTOR, President, Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brian William Brummett
Portfolio Manager
- CRD
- #6893763
Kaylee Feathers
--
- CRD
- #7851900
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,811,637 | $312,499 |
| Non-Discretionary | $0 | -- |
| Total | $222,811,637 | $312,499 |
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Separately Managed Accounts
Total SMA Asset: $222,811,637
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,004,996,529 | 21.3% |
| Corporate - Investment Grade | $349,153,724 | 7.4% |
| Corporate - Non-Investment Grade | $1,108,798,988 | 23.5% |
| Municipal Bonds | $1,557,036,876 | 33.0% |
| U.S. Government/Agency | $698,307,448 | 14.8% |
| Total | $4,718,293,565 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA VECTOR MOMENTUM | FOUNDATION ATLAS | R257VFEV6 | TGPVT | 2.84% | $62,463,237 |
| UNISON VERTEX PIONEER | CREST MOMENTUM | 2UC0I5DET | ZJI | 4.83% | $61,661,116 |
| CREST ELEMENT FRONTIER | VECTOR DELTA | CSHOELBOI | LZIA | 9.70% | $10,185,452 |
| ELEMENT PIONEER | MATRIX MERIDIAN | AVKDFHUJB | OKI | 8.92% | $11,630,900 |
| RADIAL PEAK | FRONTIER FUSION | UOOEMXQSX | IWO | 12.33% | $71,264,538 |
| CAPITAL PEAK WAVE | MOMENTUM ATLAS | YKSM1H4KN | OGDSG | 4.22% | $111,880,703 |
| VECTOR SIGNAL | ELEMENT HORIZON | DQCNS684O | IPUB | 9.06% | $17,025,129 |
| OAK VECTOR | VALUE TIMBER | TTDGL2RHZ | NVNE | 9.55% | $89,528,149 |