Data / Investment advisers / Oregon / Taurus Capital Advisors, LLC
Taurus Capital Advisors, LLC, Lake Oswego, OR: $231 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Taurus Capital Advisors, LLC is an SEC registered investment adviser with its main office in Lake Oswego, Oregon and reports $231 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Taurus Capital Advisors, LLC (CRD number 137633): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 137633
- SEC file number
- 801-127840
- SEC status
- Approved, effective May 10, 2023
- Main office
- 16325 Boones Ferry Road Suite 203, Lake Oswego, OR 97035
- Phone
- (503) 756-2972
- Regulatory AUM
- $231,430,442 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $222,591,294
- Non discretionary AUM
- $8,839,148
- Accounts
- 263
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $156.7 million |
| Individuals (other than high net worth individuals) | 195 | $54.9 million |
| Pension and profit sharing plans | 11 | $8.8 million |
| Charitable organizations | 5 | $8.2 million |
| Corporations or other businesses | 5 | $2.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $231.4 million | March 30, 2026 |
| December 1, 2025 | $167.2 million | March 26, 2025 |
Other advisers in Lake Oswego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Retirement Consulting Group, Inc. | Lake Oswego | $457 million | Not listed | adviserinfo.sec.gov |
| CWC Advisors, LLC | Lake Oswego | $445.3 million | 1 | adviserinfo.sec.gov |
| Panoramic Capital Partners LLC | Lake Oswego | $392.7 million | Not listed | adviserinfo.sec.gov |
| Bridge City Capital, LLC | Lake Oswego | $354.7 million | Not listed | adviserinfo.sec.gov |
| Vergepointe Wealth Management, LLC | Lake Oswego | $283.3 million | Not listed | adviserinfo.sec.gov |
| Foster & Wood, Inc. | Lake Oswego | $218.7 million | Not listed | adviserinfo.sec.gov |
| Orca Investment Management, LLC | Lake Oswego | $211.7 million | Not listed | adviserinfo.sec.gov |
| North Forty Two & Co. | Lake Oswego | $167.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lake Oswego, OR
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Taurus Capital Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.