# Taurus Capital Advisors, LLC

> Taurus Capital Advisors, LLC is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 137633
- Filed as: TAURUS CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/137633
- AdvisorCensus page: https://advisorcensus.com/firm/taurus-capital-advisors-llc-lake-oswego-or-137633

## Quick answers

**How is Taurus Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Taurus Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Taurus Capital Advisors, LLC located?**
Taurus Capital Advisors, LLC's principal office is in Lake Oswego, OR, according to its Form ADV.

**Is Taurus Capital Advisors, LLC registered with the SEC or a state?**
Taurus Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 137633.

**How much does Taurus Capital Advisors, LLC manage?**
Taurus Capital Advisors, LLC reports $231,430,442 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (96% discretionary).

**How have Taurus Capital Advisors, LLC's assets and staff changed since 2023?**
In the Form ADV data for Taurus Capital Advisors, LLC: Regulatory assets under management: $117,872,102 in the October 2023 data and $231,430,442 in the October 2026 data, up 96%. Total employees: 5 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Taurus Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (195); high net worth individuals (47); pension and profit sharing plans (but not the plan participants or government pension plans) (11).

**Which custodians does Taurus Capital Advisors, LLC use?**
Taurus Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Taurus Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/137633

**What changed in Taurus Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $167,218,492 to $231,430,442 (+38%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $231,430,442
- Discretionary: $222,591,294
- Non-discretionary: $8,839,148

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 195 | $54,869,009 |
| High net worth individuals | 47 | $156,720,319 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $8,839,148 |
| Charitable organizations | 5 | $8,211,586 |
| Corporations or other businesses not listed above | 5 | $2,790,380 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tauruscap.com
- LinkedIn @taurus-capital-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $117,872,102 | 5 | May 9, 2023 |
| October 2024 | $152,413,916 | 5 | March 29, 2024 |
| October 2025 | $167,218,492 | 5 | March 26, 2025 |
| October 2026 | $231,430,442 | 5 | March 30, 2026 |

Regulatory assets under management: $117,872,102 in the October 2023 data and $231,430,442 in the October 2026 data, up 96%.
Total employees: 5 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $167,218,492 to $231,430,442 (+38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taurus Capital Advisors, LLC (CRD 137633): Form ADV filing data as of October 2026.