Albion Financial Group
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
FINTRXOverview
Albion Financial Group is an independent, privately owned registered investment advisor that has been SEC-registered since 1983. The firm serves a mix of individual and family clients as well as institutional and business clients, offering comprehensive financial planning and portfolio management across separate accounts and pooled investment vehicles. Albion acts as a capital allocator and also selects and oversees third-party advisers; it can sponsor or serve as GP/managing member of pooled vehicles. Albion’s client-facing fee menu is varied: percentage of AUM, hourly and fixed fees, and performance-based arrangements. The firm reports a preference for equity-oriented strategies and is not identified as an active ESG investor. Albion has been recognized in industry rankings, appearing on FA Magazine’s Top RIA Firms list in 2020 and on CNBC’s Top 100 Financial Advisory Firms lists in 2021, 2022, and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Non-Exchange Traded Equities7%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 187Active vs passive
$823M in ETFs
88%
$720M
9%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $245M | 349,310 | 29.76% |
Location
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 812 E 2100 S
- Time zone
- MT (UTC-7)
- Office locations
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