BOS Taurus

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Client assets under management

$17,249,988

Clients

47% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,014,705

About

Bos Taurus LLC provides ongoing discretionary portfolio management and one-time financial planning primarily for individual clients. The firm reports roughly $17.25 million in assets under management, two advisors, 17 clients, and offers services with no account minimum, reflecting a focus on individual (non‑HNW) relationships rather than a high‑net‑worth client base.

The firm documents client goals and risk tolerance in an Investment Policy Statement and uses a mix of analysis methods—charting, cyclical, fundamental, quantitative, modern portfolio theory and technical analysis—to guide allocations. BT implements both long‑ and short‑term trading and may employ margin, short sales, option strategies and cryptocurrency exposure, executing trades under discretionary authority on behalf of clients.

Notable distinctions include the combination of a small client base and the use of higher‑risk instruments and trading techniques that are less common among similarly sized supported firms. BT also requires clients to custody assets with Interactive Brokers, does not aggregate block trades for multiple accounts, and delivers financial plans as a one‑time service rather than as an ongoing reporting relationship.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

1.00% annually

Project-based

$100 to $500 per hour

Main office location

BOS Taurus

Diamond Bar CA, United States

Number of offices

Most active in

California · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

518-466-9077

Advisors at this firm

Richard Y

Series 65

Diamond Bar, CA

BOS Taurus

Richard Yang is a Series 65 licensed financial advisor at BOS Taurus with one year of industry experience. Prior to joining BOS Taurus in 2023, he worked at Brightwater Associates and serves as Academic Dean for a private school. BOS Taurus is a small registered investment adviser managing a modest asset base for a limited number of individual clients. The firm offers discretionary portfolio management and written financial planning, employing a diverse investment approach that includes fundamental, quantitative, and technical analysis along with strategies involving options, margin, short sales, and cryptocurrency.

Options & derivatives strategies

Anthony L

Series 65

Diamond Bar, CA

BOS Taurus

Anthony Law is a financial advisor at Bos Taurus LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Appian and AngelList, as well as a five-year period at Dartmouth College. Bos Taurus LLC is a small registered investment adviser serving a limited number of individual clients with discretionary portfolio management and written financial planning. The firm employs a diverse investment approach that integrates fundamental, quantitative, and technical analysis, using strategies such as options, margin, and cryptocurrency trading.

Options & derivatives strategies

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