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ALBION FINANCIAL GROUP
Legal name: ALBION MANAGEMENT GROUP
CRD 105957File 801-18270
APPROVED
Retail clients
Custody
Filing as of Jun 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.01B
Top 25% of cohort (national)
Discretionary AUM
$1.91B
Non-discretionary $100.8M
Clients
737
2,298 accounts
Employees
31
Top 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 10, 1983
- Principal office
- 812 EAST 2100 SOUTH, SALT LAKE CITY, UT, 84106
- Phone
- 801-487-3700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.01B
- Discretionary AUM
- $1.91B
- Non-discretionary AUM
- $100.8M
- Discretionary accounts
- 1,948
- Non-discretionary accounts
- 350
- Total accounts
- 2,298
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $37.6M |
| High net worth individuals | 265 | $1.53B |
| Pooled investment vehicles | 2 | $4.2M |
| Pension and profit sharing plans | 5 | $33.9M |
| Individuals (other than high net worth individuals) | 457 | $403.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.