ALBION MANAGEMENT GROUP
Legal name: ALBION FINANCIAL GROUP
CRD #105957 SEC #801-18270 SALT LAKE CITY, UT 801-487-3700
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.7B
Employees
30
Clients
251
Accounts
2,260
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.9B | $1.7B | $117.7M | 30 | 0 |
| Jul 2025 | $1.9B | $1.7B | $117.7M | 30 | 0 |
| Mar 2025 | $1.9B | $1.7B | $117.7M | 30 | 0 |
| Oct 2024 | $1.6B | $1.5B | $117.2M | 30 | 0 |
| Aug 2024 | $1.6B | $1.5B | $117.2M | 30 | 0 |
| Aug 2024 | $1.6B | $1.5B | $117.2M | 30 | 0 |
| Mar 2024 | $1.6B | $1.5B | $117.2M | 30 | 0 |
| Jul 2023 | $1.4B | $1.3B | $108.5M | 32 | 0 |
| Apr 2023 | $1.4B | $1.3B | $108.5M | 32 | 0 |
| Mar 2023 | $1.4B | $1.3B | $108.5M | 32 | 0 |
| Mar 2022 | $1.7B | $1.5B | $158.8M | 27 | 0 |
| Mar 2021 | $1.4B | $1.3B | $98.6M | 27 | 0 |
| Oct 2020 | $1.2B | $1.1B | $90.3M | 26 | 0 |
| Jun 2020 | $1.2B | $1.1B | $90.3M | 26 | 0 |
| Mar 2020 | $1.2B | $1.1B | $90.3M | 26 | 0 |
| Mar 2019 | $978.6M | $898.3M | $80.3M | 25 | 0 |
| Feb 2019 | $1B | $938.2M | $62.7M | 26 | 0 |
| Mar 2018 | $1B | $938.2M | $62.7M | 26 | 0 |
| Dec 2017 | $981.5M | $925.5M | $56M | 26 | 0 |
| Mar 2017 | $969.3M | $913.9M | $55.4M | 24 | 500 |
| Mar 2016 | $906.3M | $861.5M | $44.7M | 23 | 500 |
| Dec 2015 | $895.7M | $852.8M | $42.9M | 22 | 500 |
| Aug 2015 | $895.7M | $852.8M | $42.9M | 22 | 500 |
| Mar 2015 | $895.7M | $852.8M | $42.9M | 22 | 500 |
| Nov 2014 | $833M | $793.2M | $39.8M | 22 | 500 |
| Apr 2014 | $833M | $793.2M | $39.8M | 22 | 500 |
| Mar 2014 | $833M | $793.2M | $39.8M | 22 | 500 |
| Mar 2013 | $689.9M | $657.1M | $32.8M | 21 | 300 |
| Mar 2012 | $658.6M | $626.6M | $32M | 11 | 300 |
| Mar 2011 | $665.6M | $633.8M | $31.8M | -- | -- |
| Jan 2011 | $527M | $511M | $16M | -- | -- |
| Sep 2010 | $527M | $511M | $16M | -- | -- |
| Sep 2010 | $527M | $511M | $16M | -- | -- |
| Apr 2009 | $471.6M | $451.9M | $19.7M | -- | -- |
| Feb 2009 | $640M | $614.3M | $25.7M | -- | -- |
| Mar 2008 | $640M | $614.3M | $25.7M | -- | -- |
| Mar 2008 | $640M | $614.3M | $25.7M | -- | -- |
| Oct 2007 | $404.6M | $292.4M | $112.2M | -- | -- |
| Oct 2007 | $404.6M | $292.4M | $112.2M | -- | -- |
| Jan 2006 | $404.6M | $292.4M | $112.2M | -- | -- |
| May 2005 | $330.9M | $209.8M | $121.1M | -- | -- |
| Nov 2003 | $263.2M | $179.9M | $83.3M | -- | -- |
| Oct 2003 | $263.2M | $179.9M | $83.3M | -- | -- |
| Mar 2002 | $352.3M | $216.8M | $135.5M | -- | -- |
| Jun 2001 | $399M | $239M | $160M | -- | -- |
| May 2001 | $399M | $239M | $160M | -- | -- |
DateOct 2025
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$117.7M
Employees30
Clients0
DateJul 2025
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$117.7M
Employees30
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$117.7M
Employees30
Clients0
DateOct 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$117.2M
Employees30
Clients0
DateAug 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$117.2M
Employees30
Clients0
DateAug 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$117.2M
Employees30
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$117.2M
Employees30
Clients0
DateJul 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$108.5M
Employees32
Clients0
DateApr 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$108.5M
Employees32
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$108.5M
Employees32
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$158.8M
Employees27
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$98.6M
Employees27
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$90.3M
Employees26
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$90.3M
Employees26
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$90.3M
Employees26
Clients0
DateMar 2019
Total AUM$978.6M
Discretionary$898.3M
Non-Disc.$80.3M
Employees25
Clients0
DateFeb 2019
Total AUM$1B
Discretionary$938.2M
Non-Disc.$62.7M
Employees26
Clients0
DateMar 2018
Total AUM$1B
Discretionary$938.2M
Non-Disc.$62.7M
Employees26
Clients0
DateDec 2017
Total AUM$981.5M
Discretionary$925.5M
Non-Disc.$56M
Employees26
Clients0
DateMar 2017
Total AUM$969.3M
Discretionary$913.9M
Non-Disc.$55.4M
Employees24
Clients500
DateMar 2016
Total AUM$906.3M
Discretionary$861.5M
Non-Disc.$44.7M
Employees23
Clients500
DateDec 2015
Total AUM$895.7M
Discretionary$852.8M
Non-Disc.$42.9M
Employees22
Clients500
DateAug 2015
Total AUM$895.7M
Discretionary$852.8M
Non-Disc.$42.9M
Employees22
Clients500
DateMar 2015
Total AUM$895.7M
Discretionary$852.8M
Non-Disc.$42.9M
Employees22
Clients500
DateNov 2014
Total AUM$833M
Discretionary$793.2M
Non-Disc.$39.8M
Employees22
Clients500
DateApr 2014
Total AUM$833M
Discretionary$793.2M
Non-Disc.$39.8M
Employees22
Clients500
DateMar 2014
Total AUM$833M
Discretionary$793.2M
Non-Disc.$39.8M
Employees22
Clients500
DateMar 2013
Total AUM$689.9M
Discretionary$657.1M
Non-Disc.$32.8M
Employees21
Clients300
DateMar 2012
Total AUM$658.6M
Discretionary$626.6M
Non-Disc.$32M
Employees11
Clients300
DateMar 2011
Total AUM$665.6M
Discretionary$633.8M
Non-Disc.$31.8M
Employees--
Clients--
DateJan 2011
Total AUM$527M
Discretionary$511M
Non-Disc.$16M
Employees--
Clients--
DateSep 2010
Total AUM$527M
Discretionary$511M
Non-Disc.$16M
Employees--
Clients--
DateSep 2010
Total AUM$527M
Discretionary$511M
Non-Disc.$16M
Employees--
Clients--
DateApr 2009
Total AUM$471.6M
Discretionary$451.9M
Non-Disc.$19.7M
Employees--
Clients--
DateFeb 2009
Total AUM$640M
Discretionary$614.3M
Non-Disc.$25.7M
Employees--
Clients--
DateMar 2008
Total AUM$640M
Discretionary$614.3M
Non-Disc.$25.7M
Employees--
Clients--
DateMar 2008
Total AUM$640M
Discretionary$614.3M
Non-Disc.$25.7M
Employees--
Clients--
DateOct 2007
Total AUM$404.6M
Discretionary$292.4M
Non-Disc.$112.2M
Employees--
Clients--
DateOct 2007
Total AUM$404.6M
Discretionary$292.4M
Non-Disc.$112.2M
Employees--
Clients--
DateJan 2006
Total AUM$404.6M
Discretionary$292.4M
Non-Disc.$112.2M
Employees--
Clients--
DateMay 2005
Total AUM$330.9M
Discretionary$209.8M
Non-Disc.$121.1M
Employees--
Clients--
DateNov 2003
Total AUM$263.2M
Discretionary$179.9M
Non-Disc.$83.3M
Employees--
Clients--
DateOct 2003
Total AUM$263.2M
Discretionary$179.9M
Non-Disc.$83.3M
Employees--
Clients--
DateMar 2002
Total AUM$352.3M
Discretionary$216.8M
Non-Disc.$135.5M
Employees--
Clients--
DateJun 2001
Total AUM$399M
Discretionary$239M
Non-Disc.$160M
Employees--
Clients--
DateMay 2001
Total AUM$399M
Discretionary$239M
Non-Disc.$160M
Employees--
Clients--