RIA Intel›Advisers›Kansas›TAX ADVANTAGE ADVISORS, INC.

TAX ADVANTAGE ADVISORS, INC.

Advisory

OVERLAND PARK, KS

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in KS

#225

of 271 advisers by AUM

Average account

$184K

across 368 accounts

AUM per adviser

$68M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$68M

Discretionary AUM$67M

Non-Discretionary AUM$778K

Discretionary %98.9%

Total Clients151

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InKS, MO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

151 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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