Data / Investment advisers / Colorado / Senior Tax Advisory Group, Inc.
Senior Tax Advisory Group, Inc., Colorado Springs, CO: $123 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Senior Tax Advisory Group, Inc. is an SEC registered investment adviser with its main office in Colorado Springs, Colorado and reports $123 million in regulatory assets under management in its Form ADV filed March 15, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and commissions.
The request: Watch Senior Tax Advisory Group, Inc. (CRD number 318058): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 318058
- SEC file number
- 801-123170
- SEC status
- Approved, effective February 9, 2022
- Legal name
- Senior Tax Advisory Group, Inc
- Main office
- 6775 Rangewood Dr., Colorado Springs, CO 80918
- Phone
- (719) 596-4844
- Regulatory AUM
- $122,781,042 in the Form ADV filed March 15, 2026
- Discretionary AUM
- $122,781,042
- Accounts
- 1,286
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, commissions
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 797 | $106.6 million |
| High net worth individuals | 5 | $16.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $122.8 million | March 15, 2026 |
| December 1, 2025 | $88.5 million | March 23, 2025 |
Other advisers in Colorado Springs
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Bauer Wealth Management Inc. | Colorado Springs | $205.9 million | Not listed | adviserinfo.sec.gov |
| Intentional Wealth Strategies | Colorado Springs | $171.3 million | Not listed | adviserinfo.sec.gov |
| Planwiser Financial | Colorado Springs | $169.1 million | Not listed | adviserinfo.sec.gov |
| Season Investments, LLC | Colorado Springs | $159.7 million | Not listed | adviserinfo.sec.gov |
| Peace of Mind Financial Planning, Inc | Colorado Springs | $123.6 million | Not listed | adviserinfo.sec.gov |
| 56 Capital Partners, LTD | Colorado Springs | $113.3 million | Not listed | adviserinfo.sec.gov |
| RS Asset Management, LLC | Colorado Springs | $107.2 million | Not listed | adviserinfo.sec.gov |
| Firstmile Ventures, LLC | Colorado Springs | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Colorado Springs, CO
- Investment advisers in Colorado
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Senior Tax Advisory Group, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.