{
  "crd_number": 318058,
  "slug": "senior-tax-advisory-group-inc-colorado-springs-co-318058",
  "primary_business_name": "SENIOR TAX ADVISORY GROUP, INC.",
  "legal_name": "SENIOR TAX ADVISORY GROUP, INC",
  "dbas": [],
  "city": "Colorado Springs",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "17820",
  "metro": {
    "cbsa_code": "17820",
    "common_name": "Colorado Springs",
    "msa_name": "Colorado Springs, CO",
    "path": "/advisors/co/colorado-springs"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-02-09",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-15",
  "carried_forward": false,
  "raum_total": 122781042.0,
  "raum_discretionary": 122781042.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 106630346.0,
      "count": 797
    },
    "high_net_worth_individuals": {
      "raum": 16150696.0,
      "count": 5
    }
  },
  "compensation_types": [
    "commissions",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "MI",
    "MO",
    "NM",
    "PA",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WY"
  ],
  "websites": [
    "https://facebook.com/SeniorTaxAdvisoryGroup",
    "https://nextdoor.com/business-profile?active_page_id=15897567",
    "https://springstax.com",
    "https://x.com/seniortax?mx=2",
    "https://yelp.com/biz/senior-tax-advisory-group-colorado-springs",
    "https://youtube.com/@seniortaxadvisorygroup6606"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318058",
  "city_as_filed": "COLORADO SPRINGS",
  "url": "https://advisorcensus.com/firm/senior-tax-advisory-group-inc-colorado-springs-co-318058",
  "display_name": "Senior Tax Advisory Group, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Senior Tax Advisory Group, Inc. (CRD 318058): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Senior Tax Advisory Group, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "How much does Senior Tax Advisory Group, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Senior Tax Advisory Group, Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is Senior Tax Advisory Group, Inc. registered with the SEC or a state?",
      "a": "Senior Tax Advisory Group, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318058."
    },
    {
      "q": "How much does Senior Tax Advisory Group, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Senior Tax Advisory Group, Inc.'s assets and staff changed since 2022?",
      "a": "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."
    },
    {
      "q": "What types of clients does Senior Tax Advisory Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (797); high net worth individuals (5)."
    },
    {
      "q": "Which custodians does Senior Tax Advisory Group, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Senior Tax Advisory Group, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Senior Tax Advisory Group, Inc. state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Senior Tax Advisory Group, Inc.'s recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 101991312.0,
      "total_employees": 2,
      "filing_date": "2022-06-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 50086638.0,
      "total_employees": 2,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 61412441.0,
      "total_employees": 3,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 88485973.0,
      "total_employees": 4,
      "filing_date": "2025-03-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 122781042.0,
      "total_employees": 6,
      "filing_date": "2026-03-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $88,485,973 to $122,781,042 (+39%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CA, MD."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.1% to 2% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.1% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We offer our services to individuals and high net worth individuals. We do not require a minimum account size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.1,
        2.0
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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.",
      "We offer our services to individuals and high net worth individuals. We do not require a minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/senior-tax-advisory-group-inc-colorado-springs-co-318058.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 797,
      "fewer_than_5": false,
      "raum": 106630346.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 16150696.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318058",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}