# Taurus Financial

> Taurus Financial is an SEC-registered investment advisory firm in Jersey City, NJ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 335067
- Filed as: TAURUS FINANCIAL
- Legal name: Taurus Financial LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jersey City, NJ
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335067
- AdvisorCensus page: https://advisorcensus.com/firm/taurus-financial-jersey-city-nj-335067

## Quick answers

**How is Taurus Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Taurus Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Taurus Financial charge?**
Its Form ADV Part 2A brochure dated May 20, 2026 states: Flat fee: $1,100 to $2,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Taurus Financial located?**
Taurus Financial's principal office is in Jersey City, NJ, according to its Form ADV.

**Is Taurus Financial registered with the SEC or a state?**
Taurus Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 335067.

**How much does Taurus Financial manage?**
Taurus Financial reports $162,463,905 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (62% discretionary).

**What types of clients does Taurus Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (87); pension and profit sharing plans (but not the plan participants or government pension plans) (33); corporations or other businesses not listed above (4).

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

**Does Taurus Financial 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/335067

**Does Taurus Financial state an account minimum?**
Its Form ADV Part 2A brochure dated May 20, 2026 says: "There is no account minimum for any of Taurus’s services."

**What changed in Taurus Financial's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $106,387,562 to $162,463,905 (+53%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 20, 2026)

- Account minimum: None

> There is no account minimum for any of Taurus’s services.

- Flat fee: $1,100 to $2,000 (creating client financial plans)

> Taurus offers four financial planning packages and the negotiated one-time fixed rates for creating client financial plans is between $1,100 and $2,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $162,463,905
- Discretionary: $101,130,376
- Non-discretionary: $61,333,529

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $140,416 |
| High net worth individuals | 87 | $133,843,433 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $23,932,897 |
| Corporations or other businesses not listed above | 4 | $4,547,159 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, NH, NJ, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [taurus-fin.com](https://taurus-fin.com)
- LinkedIn @taurus-fin
- YouTube @taurusfinancial

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $106,387,562 to $162,463,905 (+53%).

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Taurus Financial (CRD 335067): Form ADV filing data as of October 2026.