Albion Financial Group

Who works here

• BW
  Bo Wilkinson
• BC
  Bradley Kitt Curtis
• CK
  Carrie Ann Kerr
• CB
  Catherine Turnbull Barron
• DG
  Danielle L Gregory
• EB
  Elizabeth Ada Bernhard
• HH
  Heath D Heavy
• JW
  Jackson George Watson
• JW
  Jason Ware
• JB
  John Quincy Bird
• JB
  Jose Biton
• MB
  Michelle C Buxton
• PL
  Patrick Klein Lundergan
• SB
  Sarah Rebecca Bird
• WJ
  Walter Hanz Joseph
• WL
  William Tobias Levitt
• ZR
  Zachary Riley

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Albion Financial Group

Legal name: Albion Management Group

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

105957