Overview
Assets Under Management: $231 million
Headquarters: LAKE OSWEGO, OR
High-Net-Worth Clients: 47
Average Client Assets: $3.3 million
Frequently Asked Questions
TAURUS CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137633), TAURUS CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
TAURUS CAPITAL ADVISORS, LLC is headquartered in LAKE OSWEGO, OR.
TAURUS CAPITAL ADVISORS, LLC serves 47 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, TAURUS CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TAURUS CAPITAL ADVISORS, LLC manages $231 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, TAURUS CAPITAL ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.72%
Average Client Assets: $3.3 million
Total Client Accounts: 263
Discretionary Accounts: 252
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 137633
Filing ID: 2047744
Last Filing Date: 2026-03-30 11:06:10