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ALBION FINANCIAL GROUP

SALT LAKE CITY, UT · CRD 105957 · IAPD ↗ · 801-487-3700

$2.01BRegulatory AUM
14Advisory reps
31Employees
737Clients
More than 500Planning clients
3Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — ALBION FINANCIAL GROUP reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2026 — ALBION FINANCIAL GROUP grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
December 2025 — ALBION FINANCIAL GROUP notice-filed in CO, MA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
April 2024 — ALBION FINANCIAL GROUP grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.