Taurus Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$211,589,328
Clients
242
Advisors
4
of 5 employees
About
Taurus Capital serves individual and institutional clients, providing discretionary portfolio management alongside comprehensive financial planning, retirement and succession planning, and concentrated stock strategies. The brochure also discloses tax planning and tax preparation services available through licensed CPAs engaged under separate contracts rather than through commission-based product sales.
The firm follows a team-driven, asset-allocation process that emphasizes low-cost index and factor‑based funds, tax efficiency, and use of U.S. Treasury ETFs for fixed‑income, while generally avoiding frequent trading. Investment decisions are vetted at monthly investment‑committee meetings, and Taurus Capital may retain third‑party sub‑advisers for specialized mandates when appropriate.
What is comparatively uncommon for a firm of this size is the explicit availability of tax preparation and planning via licensed CPAs arranged through separate engagements, creating a documented conduit between tax work and investment advice. The brochure also highlights the firm’s fee‑only fiduciary model, disclosure of potential sub‑adviser relationships, and the firm’s structured custody and brokerage practices, which collectively reflect an integrated approach to coordinating investment and tax considerations.
Client services
Expertise
Occupation focus
Fee options
Comprehensive financial planning ongoing fee of $1,875 per quarter (included without additional fee for clients with $750,000 or more in managed assets).
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.65% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.30% annually
$350 per hour for additional financial planning and consulting services; $350 per hour for tax preparation services.
Account minimum: $750,000 Minimum fee: Annual minimum fee of $7,500 for clients with less than $750,000 in managed assets, billed quarterly in arrears; may be waived or reduced at firm's discretion. Fee-only: Fee-only advisory firm; no commissions or product sales compensation.
Main office
16325 Boones Ferry Road, Suite 203
Lake Oswego OR 97035
Advisors at this office
4
Most active in
California · New York · Oregon · Washington
Also doing business as
Taurus Capital Advisors, LLC · Taurus Capital Management, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Quick links
Advisors at this firm
Peter D
CFP®, CFA®, Series 66
Lake Oswego, OR
Taurus Capital Advisors, LLC
Peter De Graff is a financial advisor at Taurus Capital Advisors, LLC with six years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Taurus Capital Advisors, he worked at Solid Rock Wealth Management, LLC and US Bank, N.A. He serves as an investment committee member for East West Ministries International. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm uses a team-driven investment process focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.
Julie C
Series 65
Lake Oswego, OR
Taurus Capital Advisors, LLC
Julie Connor is a Series 65–licensed advisor at Taurus Capital Advisors, LLC with nine years of industry experience. She has worked with Taurus Capital Management since 2017 and was self-employed in 2016. Taurus Capital Advisors serves individual and institutional clients by providing discretionary portfolio management and comprehensive financial planning services. The firm employs a team-driven, asset-allocation approach focused on low-cost index and factor-based funds, tax efficiency, and the use of U.S. Treasury ETFs for fixed income, while generally minimizing frequent trading.
Gregory S
Series 66
Lake Oswego, OR
Taurus Capital Advisors, LLC
Gregory Saliba is a financial advisor at Taurus Capital Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Taurus Capital Management since 2005. Outside of his advisory role, Saliba is vice president at Sterling Savings Bank, where he manages client relationships and credit facilities, and he serves as a part-time faculty member in the finance departments at Portland State University and Willamette University. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individuals, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm employs a team-driven investment process focused on diversified, tax-conscious asset allocations and integrates tax preparation services through a contracted CPA.
Amy O
CFP®
Lake Oswego, OR
Taurus Capital Advisors, LLC
Amy Oh is a CFP® with 19 years of industry experience, currently serving as an advisor at Taurus Capital Advisors, LLC since 2023. She previously worked at Sage Financial Advisors Inc. for 15 years and is the owner of Boingy LLC, a manufacturer of baby products. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses with discretionary portfolio management and comprehensive wealth planning. The firm uses a team-driven investment process focusing on diversified, tax-conscious strategies and integrates tax preparation services through a contracted CPA.
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