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ALBION FINANCIAL GROUP
SEC RegisteredSALT LAKE CITY, UThttps://albionfinancial.com801-487-3700
Assets Under Management
$1B–$5B
Employees
31
Office Locations
1 office
Total Accounts
2298
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingState/Municipal
Services
investment_managementwealth_management
Who they serve
| 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
William Tobias Levitt
CHAIRMAN, CEO
John Quincy Bird
PRESIDENT
Debra Rae Knotts
SECRETARY/TREASURER/VICE PRESIDENT
Douglas Allen Wells
PARTNER
Office locations
1 office in 1 state
UT
SALT LAKE CITYHQ
Advisors at this firm
4 advisors in the directory
Elizabeth Ada Bernhard
Investment Adviser Representative
Carrie Ann Kerr
Investment Adviser Representative
Anders Johnson Skagerberg
Investment Adviser Representative
Douglas Allen Wells
Investment Adviser Representative
Regulatory & compliance
CRD number
#105957
SEC Number
801-18270
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
albionfinancial.comPhone
801-487-3700Find an advisor that fits
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Editorial disclosure
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.