LP Profile

Albion Financial Group

Wealth ManagerSalt Lake City, United States
$1.0B
Assets Under Management
Salt Lake City
Headquarters
Investment Focus

About Albion Financial Group

A fee-only Registered Investment Advisor (RIA) legally and culturally committed to each client's best interest. A fee-only pioneer, Albion has become a nationally recognized, award-winning investment manager and wealth advisor. And, no surprise, the client still comes first.

Preferred Investment Types

Investment FundsJoint Venture/PartnerPrivate EquityVenture Capital

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Albion Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.0B
Total Clients
2,298
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Albion Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Albion Financial Group?

Albion Financial Group is a wealth manager based in Salt Lake City, United States, managing approximately $1.0B in assets.

Where is Albion Financial Group headquartered?

Albion Financial Group is headquartered in Salt Lake City, United States.

How much does Albion Financial Group manage?

Albion Financial Group manages approximately $1.0B in assets under management.

What does Albion Financial Group invest in?

Albion Financial Group focuses on Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital.

How can I contact Albion Financial Group?

Verified contact details, key decision-makers, and investment preferences for Albion Financial Group are available on LPbacked. Create a free account to access them.