Taurus Capital Advisors, LLC logo

Taurus Capital Advisors, LLC

Updated today

Client assets under management

$211,589,328

Clients

242

19% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

61

High

Average account size

$874,336

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

Financial planning Portfolio management

Expertise

Passive / index investing Factor investing / smart beta Concentrated stock management Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Comprehensive financial planning ongoing fee of $1,875 per quarter (included without additional fee for clients with $750,000 or more in managed assets).

Percentage

$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

Project-based

$350 per hour for additional financial planning and consulting services; $350 per hour for tax preparation services.

Other

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 location

Taurus Capital Advisors, LLC

16325 Boones Ferry Road, Suite 203

Lake Oswego OR 97035, United States

Number of offices

1

Most active in

California · New York · Oregon · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Passive / index investing Factor investing / smart beta Concentrated stock management Tax-loss harvesting Founder/Business Owner Retired
user avatar

Julie C

Series 65

Lake Oswego, OR

Taurus Capital Advisors, LLC

Julie Connor is a financial advisor at Taurus Capital Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has been with Taurus Capital Management since 2017, including a period of self-employment in 2016. Taurus Capital Advisors is a fee-only, SEC-registered investment adviser serving individual investors, charitable organizations, and businesses. The firm employs a team-driven, tax-conscious investment approach, integrating discretionary portfolio management with comprehensive wealth planning and tax preparation services through a licensed CPA.

Passive / index investing Factor investing / smart beta Concentrated stock management Tax-loss harvesting Founder/Business Owner Retired
user avatar

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.

Passive / index investing Factor investing / smart beta Concentrated stock management Tax-loss harvesting Founder/Business Owner Retired
user avatar

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.

Passive / index investing Factor investing / smart beta Concentrated stock management Tax-loss harvesting Founder/Business Owner Retired
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