Albion Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and retirement plan services. Financial planning was provided to 500 clients last fiscal year. The firm advises 3 private funds.
Albion Management Group reports 737 clients. They include 457 individual clients, 265 high-net-worth individuals and 8 charitable organizations. Of its assets, 95.0% ($1.91B across 1,948 accounts) are managed with discretion; $101M across 350 accounts are not. A wrap fee program the firm both sponsors and manages holds $9.18M. It advised 737 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 20% |
| High-net-worth individuals | 36% | 76% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 457 | $403M | 20.0% | $883K |
| High-net-worth individuals | 265 | $1.53B | 76.2% | $5.79M |
| Pooled investment vehicles | 2 | $4.16M | 0.2% | $2.08M |
| Pension and profit-sharing plans | 5 | $33.9M | 1.7% | $6.77M |
| Charitable organizations | 8 | $37.6M | 1.9% | $4.7M |
| Total | 737 | $2.01B | 100% | $2.73M |
- Clients
- 457
- Regulatory AUM
- $403M
- AUM share
- 20.0%
- Avg. per client
- $883K
- Clients
- 265
- Regulatory AUM
- $1.53B
- AUM share
- 76.2%
- Avg. per client
- $5.79M
- Clients
- 2
- Regulatory AUM
- $4.16M
- AUM share
- 0.2%
- Avg. per client
- $2.08M
- Clients
- 5
- Regulatory AUM
- $33.9M
- AUM share
- 1.7%
- Avg. per client
- $6.77M
- Clients
- 8
- Regulatory AUM
- $37.6M
- AUM share
- 1.9%
- Avg. per client
- $4.7M
Total
- Clients
- 737
- Regulatory AUM
- $2.01B
- AUM share
- 100%
- Avg. per client
- $2.73M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 737
- Private funds advised
- 3
- Financial planning clients last fiscal year
- 500
Albion Management Group is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial consulting services
- Hourly rates generally $250 to $500 per hour; fixed fees $2,500 to $50,000 depending on scope; negotiable, under a written agreement.
- Retirement plan services
- Plan sponsors are charged an annual fee on plan assets under the asset management schedule; the fee is negotiable.
William Levitt owns 50% to 75% of Albion Management Group. The leadership team of Albion Management Group includes President Elizabeth Bernhard and Chief Compliance Officer Ryan Jacobs. It has 31 employees, 14 of them in advisory roles.
Leadership
- Elizabeth BernhardPresident
- Ryan JacobsChief Compliance Officer
- William LevittMember of Board of Directors
- John BirdChairman, CEO
Investment adviser representatives
17 representatives listed in the SEC register as of 9 October 2026.
- Catherine Turnbull Barron
- Elizabeth Ada Bernhard
- John Quincy Bird
- Sarah Rebecca Bird
- Jose Biton
- Michelle C Buxton
- Bradley Kitt Curtis
- Danielle L Gregory
- Heath D Heavy
- Walter Hanz Joseph
- Carrie Ann Kerr MS.
- William Tobias Levitt
- Patrick Klein Lundergan
- Zachary Riley
- Jason Ware
- Jackson George Watson
- Bo Wilkinson
Staff
- 31 employees
- 14 in advisory functions
- 15 state-registered reps
- Owns 50% to 75% of Albion Management Group
William Levitt
Control person · since January 2020
- Owns 25% to 50% of Albion Management Group
John Bird
Control person · since January 2020
Albion Management Group’s regulatory assets grew from $1.43B (March 2021) to $2.01B (June 2026); clients were 737 in both filings and employees rose from 27 to 31.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $2.01B | 737 | 31 | 1 |
| July 2025 | $1.86B | 757 | 30 | 1 |
| March 2024 | $1.6B | 769 | 30 | 1 |
| July 2023 | $1.41B | 786 | 32 | 1 |
| March 2022 | $1.67B | 776 | 27 | 1 |
| March 2021 | $1.43B | 759 | 27 | 1 |
Besides its headquarters, Albion Management Group has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 812 East 2100 South, Salt Lake CityHQ
Other business names
Albion Management Group has reported 1 other business name to the SEC.
- Dba Albion Financial Group
Contact and registration details
- Legal name
- Albion Management Group
- Headquarters
- 812 East 2100 South, Salt Lake City, UT 84106
- Website
- albionfinancial.com
- Phone
- 801-487-3700
- SEC file
- 801-18270
- Founded
- 1982
- Structure
- Utah corporation
- Fiscal year end
- December
Albion Management Group uses Charles Schwab ($1.67B, 87%) and Fidelity ($245M, 13%) as custodians for its separately managed accounts. Albion Management Group has custody of $480M in client assets for 214 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.67B87%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $245M13%
At year end, Albion Management Group’s separately managed accounts were mostly in stocks (88%).
What the accounts hold
- Stocks88%
- Exchange-traded equities81%
- Non-exchange-traded equities7%
- Bonds8%
- Investment grade corporate bonds4%
- State and local bonds3%
- U.S. government and agency bonds1%
- Cash4%
How many clients does Albion Management Group have?
Albion Management Group has 737 clients and manages $2.01 billion for them, as of June 2026. They include 457 individual clients, 265 high-net-worth individuals and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026
What services does Albion Management Group offer?
Albion Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Albion Management Group use?
Albion Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.67B and Fidelity Distributors Company LLC (Smithfield, RI), with $245M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026
How many financial advisors does Albion Management Group have?
Albion Management Group has 15 investment adviser representatives registered with state securities authorities, out of 31 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Albion Management Group invest in?
At the end of its last fiscal year, Albion Management Group’s separately managed accounts held 81% exchange-traded equities, 7% non-exchange-traded equities, 4% investment grade corporate bonds, 4% cash and equivalents, 3% state and local bonds and 1% U.S. government and agency bonds. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Albion Management Group?
Albion Management Group’s direct owners are William Levitt (50% to 75%) and John Bird (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 June 2026
How does Albion Management Group get paid?
Albion Management Group is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Albion Management Group registered with the SEC?
Yes, Albion Management Group has been registered with the SEC as an investment adviser since 10 February 1983. Its CRD number is 105957 and its SEC file number is 801-18270.
Source: Form ADV Part 1A, Item 1, filed 24 June 2026; IAPD firm record
How do I contact Albion Management Group?
Albion Management Group’s main office is at 812 East 2100 South, Salt Lake City, UT 84106. Its phone number is 801-487-3700. Its website is albionfinancial.com.