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ALBION RIVER

ROCKVILLE, MD · CRD 322098 · IAPD ↗ · albionriver.com · +1 (571) 321-5328

$2.06BRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
February 2026 — ALBION RIVER crossed $1B in regulatory AUM ($726.3M -> $2.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
83
December 2025 — ALBION RIVER (ROCKVILLE, MD) is newly SEC-registered with $726.3M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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