{"url":"https://nivawealth.com/firms/taurus-capital-advisors-137633","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/137633","regulatoryAum":231430442,"crd":"137633","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6814909","suffix":null,"lastName":"Connor","firstName":"Julie","middleName":"Addicott"},{"crd":"5066005","suffix":null,"lastName":"DE GRAFF","firstName":"PETER","middleName":"BRIAN"},{"crd":"4649296","suffix":null,"lastName":"OH","firstName":"AMY","middleName":"BETH"},{"crd":"4553283","suffix":null,"lastName":"SALIBA","firstName":"GREGORY","middleName":"GILBERT"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-05-09","regulatoryAum":117872102,"clients":225,"employees":5,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":152413916,"clients":281,"employees":5,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":167218492,"clients":272,"employees":5,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":231430442,"clients":263,"employees":5,"offices":1}],"secFileNumber":"801-127840","legalName":"Taurus Capital Advisors, LLC","displayName":"Taurus Capital Advisors","slug":"taurus-capital-advisors-137633","website":"https://tauruscap.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/taurus-capital-advisors/","founded":"2005","organization":"Oregon limited liability company","fiscalYearEnd":"December","headquarters":{"street":"16325 Boones Ferry Road, Suite 203","city":"Lake Oswego","state":"OR","stateName":"Oregon","country":"United States","postalCode":"97035"},"tradeNames":[],"registration":{"secApproved":"10 May 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":874336.0661157025,"staff":{"employees":5,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":231430442,"discretionary":222591294,"discretionaryAccounts":252,"nonDiscretionary":8839148,"nonDiscretionaryAccounts":11,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":263},"clientTypes":[{"label":"Individuals (other than HNW)","clients":195,"regulatoryAum":54869009},{"label":"High-net-worth individuals","clients":47,"regulatoryAum":156720319},{"label":"Pension and profit-sharing plans","clients":11,"regulatoryAum":8839148},{"label":"Charitable organizations","clients":5,"regulatoryAum":8211586},{"label":"Corporations and other businesses","clients":5,"regulatoryAum":2790380}],"feePrograms":[{"role":"main","program":"Investment Advisory Services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":3000000,"pct":0.8,"from":1000000},{"to":5000000,"pct":0.65,"from":3000000},{"to":10000000,"pct":0.5,"from":5000000},{"to":null,"pct":0.3,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031251","versionId":1031251,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-30","documentName":"FORM ADV PART 2A","fee_rate_low":0.3,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":750000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Comprehensive financial planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031251","versionId":1031251,"submittedOn":"2026-03-30","documentName":"FORM ADV PART 2A"},{"role":"other","program":"Consulting","summary":"Additional planning consulting, such as debt advisory or project analysis, is charged at $350 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031251","versionId":1031251,"submittedOn":"2026-03-30","documentName":"FORM ADV PART 2A"},{"role":"other","program":"Tax preparation","summary":"Tax return preparation services are billed at $350 per hour, with fees negotiated before the work begins.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031251","versionId":1031251,"submittedOn":"2026-03-30","documentName":"FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:21:38.807228+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031251","versionId":1031251,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Portland, OR","smaAssets":1214048}],"custodyNote":"Taurus Capital Advisors has custody of $60.3M in client assets for 120 clients.","otherCustodians":[],"leadership":[{"name":"Gregory Saliba","title":"President/Chief Compliance Officer","crd":"4553283"}],"ownership":[{"label":"Gregory Saliba","detail":"President/chief compliance officer in the 75% or more ownership band and a control person, since October 2005."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":1,"addresses":[{"street":"16325 Boones Ferry Road, Suite 203","city":"Lake Oswego","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"503-756-2972","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":57},{"label":"U.S. government/agency bonds","percent":37},{"label":"Sovereign bonds","percent":2},{"label":"Investment grade corporate bonds","percent":2},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/137633/PDF/137633.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031251","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Taurus Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Taurus Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Taurus Capital Advisors charge?","answer":"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.","source":"FORM ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Taurus Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Taurus Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Taurus Capital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Taurus Capital Advisors have a minimum investment?","answer":"Yes, Taurus Capital Advisors’ minimum account size for its Investment Advisory Services is $750K.","source":"FORM ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Taurus Capital Advisors?","answer":"Taurus Capital Advisors’ direct owner is Gregory Saliba (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Taurus Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Taurus Capital Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}