SALT LAKE CITY, UTCRD 105957Latest ADV March 25, 2026
Albion Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 25, 2026, reports $2.0B in regulatory assets under management, 31 employee, and 2,298 accounts.
Assets Under Management
$2.0B
Employees
31
Offices
--
Total Clients
737
Primary office
SALT LAKE CITY, UT
812 EAST 2100 SOUTH, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.0% of total clients.
Top client categories% of clientsClients
1
Individuals
62.0%
457
2
HNWI
36.0%
265
3
Charitable
1.1%
8
4
Pension Plans
0.7%
5
5
Pooled Investment Vehicles
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 25, 2026
Discretionary95.0%
$1.9B
95% of total RAUM95.0%
Non-discretionary5.0%
$101M
5% of total RAUM5.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts2,298
10Y AUM Change+$1.0B (+107.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee24:1
10Y Employee Change+7 (+29.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.