Taursas Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Taursas Investments provides discretionary investment management and financial planning through separately managed accounts for individuals, families, trusts, corporations, other businesses, and endowments. The firm’s brochure notes that financial planning is offered to clients at no additional charge and clients may retain the ability to trade independently or grant the firm trading discretion.
The firm’s investment process emphasizes fundamental business and industry analysis combined with an observational economic outlook, with an explicit emphasis on avoiding speculation and reliance on predictive models. Taursas conducts ongoing account monitoring with periodic portfolio reviews, utilizes Charles Schwab as custodian, and discloses the use of the Average Daily Balance method for fee calculation.
As a small, supported RIA led by two designated officers, the brochure reports approximately $38.16 million in assets under management and a modest client base, a mix that includes corporations, endowments and other business entities rather than pooled proprietary funds. The firm also discloses 24/7 availability for contact (subject to standard business-hour obligations), a combined advisory and planning fee model, and an explicit position against operating a solicitor referral program.
Client services
Expertise
Fee options
1.00% annually
Main office
See officeHouston TX
Advisors at this office
2
Most active in
California · Illinois · Texas · Wisconsin
Also doing business as
Taursas Investments · Taursas Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Luis M
Series 65
Houston, TX
Taursas Investments
Luis Montero II is a financial advisor at Taursas Investments with a Series 65 designation and two years of industry experience. His prior work includes roles at Deloitte LLP and White Star Real Estate. Taursas Investments provides discretionary investment management and financial planning to individuals, families, trusts, corporations, and endowments. The firm emphasizes fundamental business and industry analysis combined with an observational economic outlook while avoiding speculation and predictive models.
Nicholas N
Series 65
Chicago, IL
Taursas Investments
Nicholas Norby is a financial advisor at Taursas Investments in Chicago, IL, holding a Series 65 designation with under one year of industry experience. His prior work includes roles at Deloitte and NN Financial Services LLC. Taursas Investments provides discretionary investment management and financial planning to individuals, families, trusts, corporations, and endowments. The firm emphasizes fundamental business and industry analysis with an economic outlook, avoiding speculation and predictive models.
Antonio M
Series 65
Houston, TX
Taursas Investments
Antonio Montero is a financial advisor at Taursas Investments in Houston, TX, holding a Series 65 designation with two years of industry experience. Prior to joining Taursas Investments, he held roles at Siemens Healthineers USA, Villanova University, MassMutual, Next Step Energy Solutions, Rice University, and Eden Prairie High. Taursas Investments provides discretionary investment management and financial planning for individuals, families, trusts, corporations, and endowments. The firm’s approach combines fundamental business and industry analysis with an observational economic outlook, avoiding speculation and reliance on predictive models.
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