ALBION FINANCIAL GROUP
SEC RegisteredGuiding Clients to a Lifetime of Good Decisions
About the firm
Albion Financial Group is a fee-only Registered Investment Advisor (RIA) founded in 1982 by Toby Levitt and John Bird, 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.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advising and investment management, including helping clients establish clearly stated financial goals, building personalized long-term investment plans, and monitoring macroeconomic indicators to construct client investment portfolios.
Who they serve
Individuals and families navigating meaningful financial decisions, whether that's planning for retirement, managing a significant portfolio, or coordinating complex tax and estate strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 457 | $403M |
| High Net Worth Individuals | 265 | $1.5B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 2 | $4.2M |
| Charitable Organizations | 5 | $34M |
| State/Municipal Entities | 8 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
737 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALBION FINANCIAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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