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| Happy Holidays!! thanks for using AUM13F!! |
| Taurus Capital Advisors LLC
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| CRD # | 137633 |
| SEC # | 801-127840 |
| CIK # | |
| AUM | $167.2 M (2025-03-26) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 503-756-2972 |
| Address | 16325 Boones Ferry Road Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 50.2 |
| (b) Individuals (high net worth individuals) | 38 | 94.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 7.4 |
| (h) Charitable organizations | 4 | 10.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 595 | 167.2 |
| By Discretionary | ||
| Discretionary | 586 | 161.7 |
| Non-Discretionary | 9 | 5.5 |
| Total | 595 | 167.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.2 | |
| Total | 595 | 167.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rayliant Investment Research
✚
|
CA | 0.2 |
|
Momentum Wealth Planning LLC
✚
|
0.2 | |
|
Calvert Wealth Management Inc
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MD | 0.2 |
|
Corrales & Company LLC
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|
FL | 0.2 |
|
Shotwell Rutter Baer Inc
✚
|
MI | 0.2 |
|
Ridge Capital Management LLC
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|
GA | 0.2 |
|
Lind Capital Partners LLC
✚
|
IL | 0.2 |
|
Financial Architects LLC
✚
|
GA | 0.2 |
|
Affinity Wealth LLC
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|
OH | 0.2 |
|
HBA Advisors LLC
✚
|
CA | 0.2 |