{"url":"https://nivawealth.com/firms/senior-tax-advisory-group-318058","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318058","regulatoryAum":122781042,"crd":"318058","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8204647","suffix":null,"lastName":"DIPENTINO","firstName":"ALBERT","middleName":"JOSEPH"},{"crd":"6836088","suffix":null,"lastName":"Durdahl","firstName":"Ricky","middleName":"Earl"},{"crd":"3186732","suffix":null,"lastName":"LAROUERE","firstName":"KATHLEEN","middleName":"ANN"},{"crd":"8004672","suffix":null,"lastName":"WOODBURY","firstName":"JUSTIN","middleName":"CARTER"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-06-28","regulatoryAum":101991312,"clients":574,"employees":2,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":50086638,"clients":551,"employees":2,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":61412441,"clients":802,"employees":3,"offices":1},{"filedOn":"2025-03-23","regulatoryAum":88485973,"clients":1142,"employees":4,"offices":2},{"filedOn":"2026-03-15","regulatoryAum":122781042,"clients":802,"employees":6,"offices":3}],"secFileNumber":"801-123170","legalName":"Senior Tax Advisory Group, Inc","displayName":"Senior Tax Advisory Group","slug":"senior-tax-advisory-group-318058","website":"https://seniortaxadvisorygroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"xUrl":"https://x.com/seniortax?mx=2","founded":null,"organization":"Colorado corporation","fiscalYearEnd":"December","headquarters":{"street":"6775 Rangewood DR.","city":"Colorado Springs","state":"CO","stateName":"Colorado","country":"United States","postalCode":"80918"},"tradeNames":[],"registration":{"secApproved":"9 February 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":153093.56857855362,"staff":{"employees":6,"advisory":4,"brokerDealerReps":0,"insuranceAgents":6,"promoters":0},"aum":{"regulatory":122781042,"discretionary":122781042,"discretionaryAccounts":1286,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":797,"regulatoryAum":106630346},{"label":"High-net-worth individuals","clients":5,"regulatoryAum":16150696}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:08:58.007239+00:00","documents":[{"name":"ADV PART 2A - FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019094","versionId":1019094,"submittedOn":"2026-03-15"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":120599834}],"custodyNote":"Senior Tax Advisory Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Darian Andreson","title":"President","crd":"4594271"},{"name":"Kathleen Larouere","title":"Chief Compliance Officer","crd":"3186732"}],"ownership":[{"label":"Darian Andreson","detail":"President in the 75% or more ownership band and a control person, since January 2007."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":1},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"6775 Rangewood DR.","city":"Colorado Springs","headquarters":true}]},{"state":"Wyoming","offices":1,"addresses":[{"street":"1607 Cy Avenue, Suite 103","city":"Casper"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"719-596-4844","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Commissions"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":21},{"label":"U.S. government/agency bonds","percent":6},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":66},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"15 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/318058/PDF/318058.pdf","brochureDate":"15 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019094","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Senior Tax Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Senior Tax Advisory Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Senior Tax Advisory Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Senior Tax Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Senior Tax Advisory Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Senior Tax Advisory Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Senior Tax Advisory Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Senior Tax Advisory Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 15 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}