Data / Investment advisers / Utah / Albion Financial Group
Albion Financial Group, Salt Lake City, UT: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Albion Financial Group is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $2 billion in regulatory assets under management in its Form ADV filed June 24, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 3 private funds.
The request: Watch Albion Financial Group (CRD number 105957): 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
- 105957
- SEC file number
- 801-18270
- SEC status
- Approved, effective February 10, 1983
- Legal name
- Albion Management Group
- Main office
- 812 East 2100 South, Salt Lake City, UT 84106
- Phone
- (801) 487-3700
- Regulatory AUM
- $2,013,640,676 in the Form ADV filed June 24, 2026
- Discretionary AUM
- $1,912,848,051
- Non discretionary AUM
- $100,792,625
- Accounts
- 2,298
- Employees
- 31, of which 14 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 3: 3 other private funds
- Gross assets of private funds
- $4,158,344
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 24, 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 | 265 | $1.53 billion |
| Individuals (other than high net worth individuals) | 457 | $403.4 million |
| Charitable organizations | 8 | $37.6 million |
| Pension and profit sharing plans | 5 | $33.9 million |
| Pooled investment vehicles | 2 | $4.2 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 | $2.01 billion | March 25, 2026 |
| December 1, 2025 | $1.86 billion | October 2, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Grandeur Peak Global Advisors | Salt Lake City | $3.80 billion | 2 | adviserinfo.sec.gov |
| Crewe Advisors | Salt Lake City | $3.05 billion | 1 | adviserinfo.sec.gov |
| Peterson Partners | Salt Lake City | $2.63 billion | 28 | adviserinfo.sec.gov |
| Keystone National Group, LLC | Salt Lake City | $2.50 billion | 6 | adviserinfo.sec.gov |
| Sundance Bay | Salt Lake City | $2.09 billion | 1 | adviserinfo.sec.gov |
| Physician Wealth Advisors, Inc. | Salt Lake City | $2.01 billion | Not listed | adviserinfo.sec.gov |
| Alta Capital Management LLC | Salt Lake City | $1.60 billion | Not listed | adviserinfo.sec.gov |
| Cross Creek Advisors, LLC | Salt Lake City | $1.35 billion | 16 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Albion Financial Group 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.