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| Keyboard |
| Taurus Capital Advisors LLC
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|---|---|
| CRD # | 137633 |
| SEC # | 801-127840 |
| CIK # | |
| AUM | 231.4 M (2026-03-30) |
| 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) | 195 | 54.9 |
| (b) Individuals (high net worth individuals) | 47 | 156.7 |
| (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 | 11 | 8.8 |
| (h) Charitable organizations | 5 | 8.2 |
| (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 | 5 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 231.4 |
| By Discretionary | ||
| Discretionary | 252 | 222.6 |
| Non-Discretionary | 11 | 8.8 |
| Total | 263 | 231.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.4 | |
| Total | 263 | 231.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 263 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Piedmont Capital Management LLC
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|
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L&S Investment Advisors LLC
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Andrew Hill Investment Advisors Inc
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Vann Equity Management LLC
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Tenzing Financial LLC
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|
Arch Global Advisors LLC
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|
Amplify Financial LLC
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|
Forest Asset Management LLC
✚
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IL | 230.7 M |