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- Custodian
- Charles Schwab & Company · Fidelity/NFS · National Advisors Trust · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 21 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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