Taurus Financial

RIASEC RegisteredEst. 2026

Total AUM

$162M

Discretionary

$101M

62% of AUM

Avg account

$669K

Accounts

243

Employees

Advisory reps

Firm details

Headquarters: Jersey City, New Jersey
CRD number: 335067
Registered since: January 15, 2026
Custodians: CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.38%
Pension & Profit Sharing Plans14.73%
Corporations / Businesses2.8%
Individuals0.09%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Taurus Financial is an independent, individually owned registered investment adviser that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. It is not marketed as an ESG-focused manager and operates from a single-state footprint; its SEC registration is recorded as 2026. Fee arrangements at Taurus Financial include asset-based fees as well as hourly and fixed-fee engagements, which supports a mix of ongoing portfolio management and project-based advisory work. The firm lists industry ties to accounting and insurance firms and explicitly offers the ability to bring in outside managers when a client mandate calls for third-party expertise.