Wealth manager, independent · Colorado Springs, CO
Senior Tax Advisory Group, Inc.
Senior Tax Advisory Group, Inc · SEC-registered investment adviser · CRD 318058 · SEC 801-123170
At a glance
Senior Tax Advisory Group, Inc. is an SEC-registered investment adviser based in Colorado Springs, Colorado, with $123 million in regulatory assets under management as of its Form ADV filed March 15, 2026. Its largest client group by assets is individuals, and it reports 802 individual clients. By Form ADV it is a wealth manager, ranked 7,619th of 8,915 wealth managers and 14,614th of 17,210 SEC-registered advisers by assets.
Main office 719-596-4844springstax.comAs filed on Form ADV
- Regulatory AUM
- $123M
- Rank among wealth managers
- #7,619 of 8,915
- Rank among all SEC RIAs
- #14,614 of 17,210
- Rank in Colorado
- #307 of 359
- Individual clients
- 802
- High-net-worth clients
- 5
- Accounts
- 1,286
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 4
- Offices
- 3
Owners and executives on its Form ADV
- Darian J. AndresonPresident
- Kathleen A. LarouereChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 797 | $107M | 87% |
| High-net-worth individuals | 5 | $16M | 13% |
Disciplinary disclosures
Senior Tax Advisory Group, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗springstax.com ↗
AtlasMembers
The full record on Senior Tax Advisory Group, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 4,835 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Senior Tax Advisory Group, Inc. manage?
Senior Tax Advisory Group, Inc. reports $123 million in regulatory assets under management across 1,286 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 15, 2026.
What kind of firm is Senior Tax Advisory Group, Inc.?
Senior Tax Advisory Group, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Senior Tax Advisory Group, Inc.’s clients?
By assets, its largest client types are individuals ($107 million, 797 clients); high-net-worth individuals ($16 million, 5 clients).
Does Senior Tax Advisory Group, Inc. have any disciplinary history?
Senior Tax Advisory Group, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Senior Tax Advisory Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →