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SENIOR TAX ADVISORY GROUP, INC.
Legal name: SENIOR TAX ADVISORY GROUP, INC
CRD 318058File 801-123170
APPROVED
Retail clients
Filing as of Mar 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$122.8M
Bottom 25% of cohort (national)
Discretionary AUM
$122.8M
Clients
802
1,286 accounts
Employees
6
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 9, 2022
- Principal office
- 6775 RANGEWOOD DR., COLORADO SPRINGS, CO, 80918
- Phone
- 719-596-4844
- Website
- HTTPS://WWW.SPRINGSTAX.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $122.8M
- Discretionary AUM
- $122.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,286
- Non-discretionary accounts
- 0
- Total accounts
- 1,286
- AUM per client
- $153K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $16.2M |
| Individuals (other than high net worth individuals) | 797 | $106.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2026 | Clients | 1,142 | 802 | decreased by340 |
| Apr 1, 2026 | AUM | $88,485,973 | $122,781,042 | increased by$34,295,069 |
| Apr 1, 2026 | Accounts | 1,142 | 1,286 | increased by144 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 574 | 1,142 | increased by568 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $101,991,312 | $88,485,973 | decreased by$13,505,339 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 913 | 1,142 | increased by229 |
| Aug 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Jul 1, 2022 | AUM | $0 | $101,991,312 | increased by$101,991,312 |
| Jul 1, 2022 | Accounts | 0 | 913 | increased by913 |
| Mar 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SENIOR TAX” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SENIOR TAX” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.