Senior Tax Advisory Group provides portfolio management for individuals and small businesses and selecting other managers.
Senior Tax Advisory Group reports 802 clients. They include 797 individual clients and 5 high-net-worth individuals. Of its assets, 100.0% ($123M across 1,286 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 99% | 87% |
| High-net-worth individuals | <1% | 13% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 797 | $107M | 86.8% | $134K |
| High-net-worth individuals | 5 | $16.2M | 13.2% | $3.23M |
| Total | 802 | $123M | 100% | $153K |
- Clients
- 797
- Regulatory AUM
- $107M
- AUM share
- 86.8%
- Avg. per client
- $134K
- Clients
- 5
- Regulatory AUM
- $16.2M
- AUM share
- 13.2%
- Avg. per client
- $3.23M
Total
- Clients
- 802
- Regulatory AUM
- $123M
- AUM share
- 100%
- Avg. per client
- $153K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Senior Tax Advisory Group is paid through a percentage of assets under management and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Darian Andreson owns 75% or more of Senior Tax Advisory Group. The leadership team of Senior Tax Advisory Group includes President Darian Andreson and Chief Compliance Officer Kathleen Larouere. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 6 insurance agents
- Owns 75% or more of Senior Tax Advisory Group, Inc
Darian Andreson
Control person · since January 2007
Senior Tax Advisory Group’s regulatory assets grew from $102M (June 2022) to $123M (March 2026); clients rose from 574 to 802 and employees from 2 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $123M | 802 | 6 | 3 |
| Mar 2025March 2025 | $88.5M | 1,142 | 4 | 2 |
| Mar 2024March 2024 | $61.4M | 802 | 3 | 1 |
| Mar 2023March 2023 | $50.1M | 551 | 2 | 1 |
| Jun 2022June 2022 | $102M | 574 | 2 | 1 |
Besides its headquarters, Senior Tax Advisory Group has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
Colorado · 1 listed address
- 6775 Rangewood DR., Colorado SpringsHQ
Wyoming · 1 listed address
- 1607 Cy Avenue, Suite 103, Casper
Contact and registration details
- Legal name
- Senior Tax Advisory Group, Inc
- Headquarters
- 6775 Rangewood DR., Colorado Springs, CO 80918
- Website
- seniortaxadvisorygroup.com
- Phone
- 719-596-4844
- SEC file
- 801-123170
- Structure
- Colorado corporation
- Fiscal year end
- December
Senior Tax Advisory Group’s named custodian for separately managed accounts is Charles Schwab ($121M). Senior Tax Advisory Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $121M100%
At year end, Senior Tax Advisory Group’s separately managed accounts were mostly in funds (66%) and stocks (21%).
What the accounts hold
- Stocks21%
- Funds66%
- Bonds7%
- U.S. government and agency bonds6%
- Investment grade corporate bonds1%
- Cash5%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Senior Tax Advisory Group have?
Senior Tax Advisory Group has 802 clients and manages $123 million for them, as of March 2026. They include 797 individual clients and 5 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 March 2026
What services does Senior Tax Advisory Group offer?
Senior Tax Advisory Group provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Senior Tax Advisory Group use?
Senior Tax Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $121M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 March 2026
How many financial advisors does Senior Tax Advisory Group have?
Senior Tax Advisory Group has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Senior Tax Advisory Group invest in?
At the end of its last fiscal year, Senior Tax Advisory Group’s separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 21% exchange-traded equities, 6% U.S. government and agency bonds, 5% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Senior Tax Advisory Group?
Senior Tax Advisory Group’s direct owner is Darian Andreson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 March 2026
How does Senior Tax Advisory Group get paid?
Senior Tax Advisory Group is paid through a percentage of assets under management and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Senior Tax Advisory Group?
Senior Tax Advisory Group’s main office is at 6775 Rangewood DR., Colorado Springs, CO 80918. Its phone number is 719-596-4844. Its website is seniortaxadvisorygroup.com.
