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SEC Form ADV · CIK 1054677

ALBION FINANCIAL GROUP

Registered Investment AdviserUT
$2.0B
Assets Under Management
737
Total Clients
31
Employees
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Registration Details

CIK
1054677
Accession
crd-105957
Location
SALT LAKE CITY, UT
Filing Date
June 24, 2026
AUM
$2.0B
Total Clients
737
Institutional Clients
15
Employees
31
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable Organizations

Private Funds

3 private funds reported on Form ADV Schedule D 7.B.1, $4.2M in combined gross assets.

  • ALBION FUND III, LPOther Private Fund$2.8M
  • ALBION FUND II, LPOther Private Fund$1.4M
  • ALBION FUND I, LPOther Private Fund—

About this Adviser

ALBION FINANCIAL GROUP is a registered investment adviser headquartered in SALT LAKE CITY, UT, managing approximately $2.0B in assets across 737 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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