Taurus Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jersey City, NJ. Its latest Form ADV filing, dated March 10, 2026, reports $106M in regulatory assets under management, 2 employees, and 147 accounts.
Assets Under Management
$162M
Employees
3
Offices
--
Total Clients
127
Primary office
JERSEY CITY, NJ
1 EVERTRUST PLAZA, SUITE 305, JERSEY CITY, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.5% of total clients.
Top client categories% of clientsClients
1
HNWI
68.5%
87
2
Pension Plans
26.0%
33
3
Corporations
3.1%
4
4
Individuals
2.4%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$162Mas of May 20, 2026
Discretionary62.2%
$101M
62% of total RAUM62.2%
Non-discretionary37.8%
$61M
38% of total RAUM37.8%
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.
Total AUM$162M
Total Accounts243
10Y AUM Change+$56M (+52.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee42:1
10Y Employee Change+1 (+50.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.