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TAURUS CAPITAL ADVISORS, LLC

LAKE OSWEGO, OR · CRD 137633 · IAPD ↗ · 503-756-2972

$231.4MRegulatory AUM
4Advisory reps
5Employees
263Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — TAURUS CAPITAL ADVISORS, LLC reported RAUM up 38% ($167.2M -> $231.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
April 2025 — TAURUS CAPITAL ADVISORS, LLC notice-filed in CA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — TAURUS CAPITAL ADVISORS, LLC reported RAUM up 29% ($117.9M -> $152.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — TAURUS CAPITAL ADVISORS, LLC now reports custody of client assets ($96.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.