A complete list of active advisors currently associated with Taurus Capital Advisors, LLC

Warmer can help you find a great advisor at Taurus Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Taurus Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.