# Albion Financial Group

> Albion Financial Group is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 1983, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 105957
- Filed as: ALBION FINANCIAL GROUP
- Legal name: Albion Management Group
- Also doing business as: DBA ALBION FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105957
- AdvisorCensus page: https://advisorcensus.com/firm/albion-financial-group-salt-lake-city-ut-105957

## Quick answers

**How is Albion Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Albion Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Albion Financial Group charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $2,500 to $50,000 (financial consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Albion Financial Group located?**
Albion Financial Group's principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Albion Financial Group registered with the SEC or a state?**
Albion Financial Group is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105957.

**How much does Albion Financial Group manage?**
Albion Financial Group reports $2,013,640,676 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (95% discretionary).

**How have Albion Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Albion Financial Group: Regulatory assets under management: $1,427,276,329 in the October 2021 data and $2,013,640,676 in the October 2026 data, up 41%. Total employees: 27 in October 2021 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Albion Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (457); high net worth individuals (265); charitable organizations (8).

**Which custodians does Albion Financial Group use?**
Albion Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Albion Financial Group 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/105957

**What changed in Albion Financial Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 14.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Flat fee: $2,500 to $50,000 (financial consulting services)

> Fixed fees can range from $2,500 to $50,000, again depending on the scope, complexity and expertise required.

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.
- Fidelity Distributors Company LLC

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: $2,013,640,676
- Discretionary: $1,912,848,051
- Non-discretionary: $100,792,625

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 457 | $403,398,188 |
| High net worth individuals | 265 | $1,534,613,929 |
| 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) | 2 | $4,158,346 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $33,855,798 |
| Charitable organizations | 8 | $37,614,415 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1983 (43 years)
- Employees: 31 total, 14 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, FL, HI, ID, LA, MA, MN, MT, NH, NV, NY, OH, OR, PA, TX, UT, VA, VT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [albionfinancial.com](https://albionfinancial.com)
- Facebook @ALBIONFINANCIALGROUP
- Instagram @womenofalbion
- LinkedIn @ALBION-FINANCIAL-GROUP
- LinkedIn @women-of-albion

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,427,276,329 | 27 | March 26, 2021 |
| October 2022 | $1,669,373,318 | 27 | March 31, 2022 |
| October 2023 | $1,409,105,915 | 32 | July 18, 2023 |
| October 2024 | $1,597,683,119 | 30 | August 26, 2024 |
| October 2025 | $1,858,123,409 | 30 | July 18, 2025 |
| October 2026 | $2,013,640,676 | 31 | June 24, 2026 |

Regulatory assets under management: $1,427,276,329 in the October 2021 data and $2,013,640,676 in the October 2026 data, up 41%.
Total employees: 27 in October 2021 and 31 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 14.

### December 2025
- Registered or notice-filed in CO, MA, OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Albion Financial Group (CRD 105957): Form ADV filing data as of October 2026.