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TAURUS CAPITAL ADVISORS, LLC
CRD 137633 · SEC 801-127840
16325 BOONES FERRY ROAD, SUITE 203, LAKE OSWEGO, OR, 97035, United States
Phone
503-756-2972
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.4M
Discretionary AUM
$222.6M
Team
5 total employees; 4 advisory reps; 263 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $54.9M |
| High net worth individuals | 47 | $156.7M |
| Pension/profit sharing plans | 11 | $8.8M |
| Charitable organizations | 5 | $8.2M |
| Corporations/business entities | 5 | $2.8M |
States served
CA, NY, OR, WA
All web addresses on file
Official SEC filing: View on IAPD