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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust · RBC
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-10-1983
- Office Locations
- 1
Office Locations
About Albion Financial Group
Albion Financial Group is a fee-only RIA and investment manager founded in 1982 in Salt Lake City. The firm provides wealth advising and financial planning alongside discretionary portfolio management, with an ETF-centric implementation. Differentiators a distribution head may care about include recognition on CNBC’s Financial Advisor 100 list and its Women of Albion program supporting women across life stages.
Reported data analysis
What the numbers show
Between October 2, 2025 and June 24, 2026, reported AUM increased 8.4%, from $1.9B to $2.0B.
Across 5 reported observations, AUM increased 20.6% between March 31, 2022 and June 24, 2026, from $1.7B to $2.0B.
Of the latest reported AUM, 95.0% is discretionary and 5.0% is non-discretionary.
The firm reports 14 advisory representatives and 1,474 clients, or 105.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 43 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Albion Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM TOBIAS LEVITT
Chief Executive Officer
- CRD
- #1252930
- Ownership
- 50% but less than 75%
JOHN QUINCY BIRD
Chairman, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1252937
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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CATHERINE TURNBULL BARRON
Director
- CRD
- #4347941
Sarah Rebecca Bird
Wealth Advisor
- CRD
- #6727960
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,912,848,051 | $981,955 |
| Non-Discretionary | $100,792,625 | $287,979 |
| Total | $2,013,640,676 | $876,258 |
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Separately Managed Accounts
SMA allocation detail is available
Albion Financial Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Albion Financial Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.