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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.