ALBION FINANCIAL GROUP

RIASEC RegisteredEst. 1983

Total AUM

$2B

Discretionary

$1.9B

95% of AUM

Avg account

$876K

Accounts

2,298

Employees

Advisory reps

Firm details

Headquarters: SALT LAKE CITY , Utah
CRD number: 105957
Registered since: February 10, 1983
Website: albionfinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI76.21%
Individuals20.03%
Charitable Organizations1.87%
Pension & Profit Sharing Plans1.68%
Pooled Investment Vehicles0.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Albion Financial Group is an independent registered investment adviser that has been SEC-registered since 1983 and is owned by an individual. The firm acts as a capital allocator for both individuals and institutions, providing financial planning and a range of portfolio management services — for individuals and small businesses, pooled investment vehicles, and institutional or business clients. Albion also performs selection-of-other-advisers work and serves as sponsor/GP/managing member of pooled vehicles, indicating it both places client capital with third-party managers and can operate its own pooled structures. Fee arrangements are flexible and include percentage-of-AUM fees, hourly and fixed fees, and performance-based fees. Albion does not present itself as an active ESG investor and is not designated as a multi-state adviser. The firm has received industry recognition, including inclusion on FA Magazine’s Top RIA Firms list (2020) and CNBC’s Top 100 Financial Advisory Firms lists for 2021, 2022, and 2025.