TAURUS FINANCIAL

Legal name: TAURUS FINANCIAL LLC

CRD 335067File 801-135168

APPROVED

Retail clients

Custody

Filing as of May 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$162.5M

Bottom 25% of cohort (national)

Discretionary AUM

$101.1M

Non-discretionary $61.3M

Clients

127

243 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jan 15, 2026
Principal office: 1 EVERTRUST PLAZA, SUITE 305, JERSEY CITY, NJ, 07302
Phone: 201 500 6322
Website: https://www.youtube.com/@taurusfinancial

Assets & accounts

ADV Item 5F

Total regulatory AUM: $162.5M
Discretionary AUM: $101.1M
Non-discretionary AUM: $61.3M
Discretionary accounts: 178
Non-discretionary accounts: 65
Total accounts: 243
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.5M
High net worth individuals	87	$133.8M
Pension and profit sharing plans	33	$23.9M
Individuals (other than high net worth individuals)	Fewer than 5	$140K

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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: Yes
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.