# ALBION MANAGEMENT GROUP

ALBION MANAGEMENT GROUP of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 105957
- Type: SEC-registered investment adviser
- SEC file number: 801-18270
- Location: 812 EAST 2100 SOUTH, SALT LAKE CITY, UT, 84106
- Phone: 801-487-3700
- Latest filing: 2026-06-24
- Regulatory AUM: $2.0B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $100.8M
- Clients: 31
- Accounts: 2,298

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Jacobs | CHIEF COMPLIANCE OFFICER | Benson, NC |
| William Tobias Levitt | MEMBER OF BOARD OF DIRECTORS | — |
| John Quincy Bird | CHAIRMAN, CEO | — |
| Elizabeth Ada Bernhard | PRESIDENT | — |
| LEVITT WILLIAM TOBIAS | CHAIRMAN, CEO; MEMBER OF BOARD OF DIRECTORS; PRESIDENT | — |
| BIRD JOHN QUINCY | CHAIRMAN, CEO; PRESIDENT; VICE PRESIDENT | — |
| KNOTTS DEBRA | SECRETARY/TREASURER | — |
| BERGERSON JOHN P | CHIEF COMPLIANCE OFFICER | — |
| WELLS DOUGLAS ALLEN | PARTNER; VICE PRESIDENT | — |
| BLOOM KIMBERLY MARSH | CHIEF COMPLIANCE OFFICER | — |
| KNOTTS DEBRA RAE | SECRETARY/TREASURER/VICE PRESIDENT | — |
| WOOLF MASON LAIRD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | — |
| Bernhard Elizabeth Ada | PRESIDENT | — |
| JACOBS RYAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105957/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105957/similar
- Related entities: https://search.stillhousedata.com/firm/105957/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105957

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.