Taurus Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, education planning, estate planning, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Taurus Capital Advisors reports 263 clients. They include 195 individual clients, 47 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 96.2% ($223M across 252 accounts) are managed with discretion; $8.84M across 11 accounts are not. It advised 263 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 24% |
| High-net-worth individuals | 18% | 68% |
| Pension and profit-sharing plans | 4% | 4% |
| Charitable organizations | 2% | 4% |
| Corporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 195 | $54.9M | 23.7% | $281K |
| High-net-worth individuals | 47 | $157M | 67.7% | $3.33M |
| Pension and profit-sharing plans | 11 | $8.84M | 3.8% | $804K |
| Charitable organizations | 5 | $8.21M | 3.5% | $1.64M |
| Corporations and other businesses | 5 | $2.79M | 1.2% | $558K |
| Total | 263 | $231M | 100% | $880K |
- Clients
- 195
- Regulatory AUM
- $54.9M
- AUM share
- 23.7%
- Avg. per client
- $281K
- Clients
- 47
- Regulatory AUM
- $157M
- AUM share
- 67.7%
- Avg. per client
- $3.33M
- Clients
- 11
- Regulatory AUM
- $8.84M
- AUM share
- 3.8%
- Avg. per client
- $804K
- Clients
- 5
- Regulatory AUM
- $8.21M
- AUM share
- 3.5%
- Avg. per client
- $1.64M
- Clients
- 5
- Regulatory AUM
- $2.79M
- AUM share
- 1.2%
- Avg. per client
- $558K
Total
- Clients
- 263
- Regulatory AUM
- $231M
- AUM share
- 100%
- Avg. per client
- $880K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 263
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Taurus Capital Advisors charges 0.30%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $750,000. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.80% |
| $3M–$5M | 0.65% |
| $5M–$10M | 0.50% |
| $10M and above | 0.30% |
Fee details and sources
Other fees
- Comprehensive financial planning
- Comprehensive financial planning is an ongoing fee of $1,875 per quarter, included at no additional fee for clients with $750,000 or more in managed assets.
- Consulting
- Additional planning consulting, such as debt advisory or project analysis, is charged at $350 per hour.
- Tax preparation
- Tax return preparation services are billed at $350 per hour, with fees negotiated before the work begins.
Gregory Saliba owns 75% or more of Taurus Capital Advisors. The leadership team of Taurus Capital Advisors includes President Gregory Saliba. It has 5 employees, 4 of them in advisory roles.
Leadership
- Gregory SalibaPresident/Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Taurus Capital Advisors, LLC
Gregory Saliba
Control person · since October 2005
Taurus Capital Advisors’ regulatory assets grew 2.0× from $118M (May 2023) to $231M (March 2026); clients rose from 225 to 263 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $231M | 263 | 5 | 1 |
| March 2025 | $167M | 272 | 5 | 1 |
| March 2024 | $152M | 281 | 5 | 1 |
| May 2023 | $118M | 225 | 5 | 1 |
Besides its headquarters, Taurus Capital Advisors has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 16325 Boones Ferry Road, Suite 203, Lake OswegoHQ
Contact and registration details
- Legal name
- Taurus Capital Advisors, LLC
- Headquarters
- 16325 Boones Ferry Road, Suite 203, Lake Oswego, OR 97035
- Website
- tauruscap.com
- Phone
- 503-756-2972
- @taurus-capital-advisors
- SEC file
- 801-127840
- Founded
- 2005
- Structure
- Oregon LLC
- Fiscal year end
- December
Taurus Capital Advisors uses Charles Schwab ($1.21M) as custodian for its separately managed accounts. Taurus Capital Advisors has custody of $60.3M in client assets for 120 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Portland, OR · $1.21M100%
At year end, Taurus Capital Advisors’ separately managed accounts were mostly in stocks (57%) and bonds (41%).
What the accounts hold
- Stocks57%
- Bonds41%
- U.S. government and agency bonds37%
- Sovereign bonds2%
- Investment grade corporate bonds2%
- Cash2%
How many clients does Taurus Capital Advisors have?
Taurus Capital Advisors has 263 clients and manages $231 million for them, as of March 2026. They include 195 individual clients, 47 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Taurus Capital Advisors offer?
Taurus Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, education planning, estate planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Taurus Capital Advisors charge?
Taurus Capital Advisors charges 0.30%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $750,000.
Which custodians does Taurus Capital Advisors use?
Taurus Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Portland, OR), with $1.21M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Taurus Capital Advisors have?
Taurus Capital Advisors has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Taurus Capital Advisors invest in?
At the end of its last fiscal year, Taurus Capital Advisors’ separately managed accounts held 57% exchange-traded equities, 37% U.S. government and agency bonds, 2% sovereign bonds, 2% investment grade corporate bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Taurus Capital Advisors have a minimum investment?
Yes, Taurus Capital Advisors’ minimum account size for its Investment Advisory Services is $750K.
Who owns Taurus Capital Advisors?
Taurus Capital Advisors’ direct owner is Gregory Saliba (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Taurus Capital Advisors get paid?
Taurus Capital Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Taurus Capital Advisors?
Taurus Capital Advisors’ main office is at 16325 Boones Ferry Road, Suite 203, Lake Oswego, OR 97035. Its phone number is 503-756-2972. Its website is tauruscap.com.