TAURUS CAPITAL ADVISORS, LLC

CRD 137633File 801-127840

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$231.4M

Below cohort median (national)

Discretionary AUM

$222.6M

Non-discretionary $8.8M

Clients

263

263 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 10, 2023
Principal office: 16325 BOONES FERRY ROAD, SUITE 203, LAKE OSWEGO, OR, 97035
Phone: 503-756-2972
Website: HTTP://WWW.TAURUSCAP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $231.4M
Discretionary AUM: $222.6M
Non-discretionary AUM: $8.8M
Discretionary accounts: 252
Non-discretionary accounts: 11
Total accounts: 263
AUM per client: $880K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$2.8M
Charitable organizations	5	$8.2M
High net worth individuals	47	$156.7M
Pension and profit sharing plans	11	$8.8M
Individuals (other than high net worth individuals)	195	$54.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.