Taurus Capital Advisors, LLC logo

Taurus Capital Advisors, LLC

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Total assets under management

$231,430,442

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

Fixed

Comprehensive financial planning ongoing fee of $1,875 per quarter (included without additional fee for clients with $750,000 or more in managed assets).

Percentage

$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

Project-based

$350 per hour for additional financial planning and consulting services; $350 per hour for tax preparation services.

Other

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

California · New York · Oregon · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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