LAKE OSWEGO, ORCRD 137633Latest ADV March 30, 2026
Taurus Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 30, 2026, reports $231M in regulatory assets under management, 5 employees, and 263 accounts.
Assets Under Management
$231M
Employees
5
Offices
--
Total Clients
263
Primary office
LAKE OSWEGO, OR
16325 BOONES FERRY ROAD, SUITE 203, LAKE OSWEGO, OR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
195
2
HNWI
17.9%
47
3
Pension Plans
4.2%
11
4
Charitable
1.9%
5
5
Corporations
1.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$231Mas of March 30, 2026
Discretionary96.2%
$223M
96% of total RAUM96.2%
Non-discretionary3.8%
$9M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$231M
Total Accounts263
10Y AUM Change+$114M (+96.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee53:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.