TAX ADVANTAGE ADVISORS, INC.

TAX ADVANTAGE ADVISORS, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 143426). Regulatory assets under management: $67.9M.

Registration

• CRD: 143426
• Type: Registered investment adviser
• Location: 9120 W. 135TH STREET, OVERLAND PARK, KS, 66221
• Phone: 913-735-7771
• Latest filing: 2026-02-24
• Regulatory AUM: $67.9M
• Discretionary AUM: $67.1M
• Non-discretionary AUM: $778K
• Clients: 1
• Accounts: 368

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143426 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search