Taurus Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$231,430,442
This total excludes 21 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
242
19% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
61
Average account size
$956,324
About
Taurus Capital serves individual and institutional clients, providing discretionary portfolio management alongside comprehensive financial planning, retirement and succession planning, and concentrated stock strategies. The brochure also discloses tax planning and tax preparation services available through licensed CPAs engaged under separate contracts rather than through commission-based product sales.
The firm follows a team-driven, asset-allocation process that emphasizes low-cost index and factor‑based funds, tax efficiency, and use of U.S. Treasury ETFs for fixed‑income, while generally avoiding frequent trading. Investment decisions are vetted at monthly investment‑committee meetings, and Taurus Capital may retain third‑party sub‑advisers for specialized mandates when appropriate.
What is comparatively uncommon for a firm of this size is the explicit availability of tax preparation and planning via licensed CPAs arranged through separate engagements, creating a documented conduit between tax work and investment advice. The brochure also highlights the firm’s fee‑only fiduciary model, disclosure of potential sub‑adviser relationships, and the firm’s structured custody and brokerage practices, which collectively reflect an integrated approach to coordinating investment and tax considerations.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Factor investing / smart beta
Concentrated stock management
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Retired
Fee options
Comprehensive financial planning ongoing fee of $1,875 per quarter (included without additional fee for clients with $750,000 or more in managed assets).
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.30% annually
$350 per hour for additional financial planning and consulting services; $350 per hour for tax preparation services.
Account minimum: $750,000 Minimum fee: Annual minimum fee of $7,500 for clients with less than $750,000 in managed assets, billed quarterly in arrears; may be waived or reduced at firm's discretion. Fee-only: Fee-only advisory firm; no commissions or product sales compensation.
Main office location
Taurus Capital Advisors, LLC
16325 Boones Ferry Road, Suite 203
Lake Oswego OR 97035, United States
Number of offices
1
Most active in
Taurus Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · New York · Oregon · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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