AdvisorCensus / Financial advisors / Colorado / Colorado Springs / Senior Tax Advisory Group, Inc.
Senior Tax Advisory Group, Inc. is an SEC-registered investment advisory firm in Colorado Springs, CO, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 15, 2026.
Quick answers
From the filingHow is Senior Tax Advisory Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Senior Tax Advisory Group, Inc. reports these compensation arrangements: a percentage of assets under its management; commissions.
What does Senior Tax Advisory Group, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 15, 2026 states: Asset-based fee: 0.1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Senior Tax Advisory Group, Inc. located?
Senior Tax Advisory Group, Inc.'s principal office is in Colorado Springs, CO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Senior Tax Advisory Group, Inc. registered with the SEC or a state?
Senior Tax Advisory Group, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318058.
How much does Senior Tax Advisory Group, Inc. manage?
Senior Tax Advisory Group, Inc. reports $122,781,042 in regulatory assets under management in its Form ADV filing dated March 15, 2026 (100% discretionary).
How have Senior Tax Advisory Group, Inc.'s assets and staff changed since 2022?
In the Form ADV data for Senior Tax Advisory Group, Inc.: Regulatory assets under management: $101,991,312 in the October 2022 data and $122,781,042 in the October 2026 data, up 20%. Total employees: 2 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Senior Tax Advisory Group, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (797); high net worth individuals (5).
Which custodians does Senior Tax Advisory Group, Inc. use?
Senior Tax Advisory Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Senior Tax Advisory Group, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318058
Does Senior Tax Advisory Group, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 15, 2026 says: "We offer our services to individuals and high net worth individuals. We do not require a minimum account size."
What changed in Senior Tax Advisory Group, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $88,485,973 to $122,781,042 (+39%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.1% to 2% a year (a range, as the brochure states it)
The brochure's wording
Our annual fee ranges from 0.10% to 2.00%. The Co-adviser’s fee is included in our management. The fee is negotiable and varies based on the size of the account.
Account minimum: None
The brochure's wording
We offer our services to individuals and high net worth individuals. We do not require a minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated March 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$122,781,042 as of October 2026, filing dated March 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 6. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
16 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $122,781,042 | 6 | March 15, 2026 |
| October 2025 | $88,485,973 | 4 | March 23, 2025 |
| October 2024 | $61,412,441 | 3 | March 27, 2024 |
| October 2023 | $50,086,638 | 2 | March 31, 2023 |
| October 2022 | $101,991,312 | 2 | June 28, 2022 |
Regulatory assets under management: $101,991,312 in the October 2022 data and $122,781,042 in the October 2026 data, up 20%.
Total employees: 2 in October 2022 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $88,485,973 to $122,781,042 (+39%).
- January 2026
- No longer registered or notice-filed in CA, MD.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Senior Tax Advisory Group, Inc. (CRD 318058): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/senior-tax-advisory-group-inc-colorado-springs-co-318058