TAURUS CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2023

Total AUM

$231M

Discretionary

$223M

96% of AUM

Avg account

$880K

Accounts

263

Employees

Advisory reps

Firm details

Headquarters: LAKE OSWEGO, Oregon
CRD number: 137633
Registered since: May 10, 2023
Website: www.tauruscap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI67.72%
Individuals23.71%
Pension & Profit Sharing Plans3.82%
Charitable Organizations3.55%
Corporations / Businesses1.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Taurus Capital Advisors, LLC is an independent registered investment adviser formed as a limited liability company and owner-operated. The firm offers fee-based financial planning and portfolio management for individuals, families, small businesses and institutional clients, charging a combination of percentage-of-AUM fees and hourly fees. Taurus presents a clear tilt toward equity-centered portfolios, using exchange-traded equities as its primary building block while supplementing portfolios with mutual funds and targeted real estate allocations. The firm identifies itself as an accountant by business activity, is not an active ESG investor, and is not structured as a capital allocator — it relies on third-party managers for alternative exposure rather than operating its own funds.