Wealth Manager
    SEC Registered
    Manages Private Funds

    Albion Financial Group

    Registered investment advisor · Salt Lake City, Utah · CRD #105957

    Assets Under Management
    $2B
    Client Accounts
    2,298
    Employees
    31
    CRD Number
    105957
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Distributors Company Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Albion Financial Group

    Established in 1982, Albion Financial Group is a fee-only investment advisory firm in Salt Lake City, offering financial planning, investment management, and ESG services. The firm has grown to become one of Utah's largest privately held investment managers.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Albion Financial Group

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    Frequently Asked Questions

    What is Albion Financial Group's AUM?

    Albion Financial Group reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Albion Financial Group headquartered?

    Albion Financial Group is headquartered in Salt Lake City, Utah.

    What is Albion Financial Group's CRD number?

    Albion Financial Group's CRD number is 105957. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Albion Financial Group manage?

    Albion Financial Group manages approximately 2,298 client accounts according to its latest SEC filing.

    Is Albion Financial Group SEC registered?

    Yes, Albion Financial Group is registered with the SEC as an investment adviser with an approved registration status.

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