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 registered investment adviser organized as an LLC and owned by an individual. The firm reports SEC registration in 2026 and describes itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Fee arrangements are flexible and include a percentage of assets under management, hourly fees, and fixed-fee engagements. Advisory services listed on the firm’s filings include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Taurus Financial reports industry affiliations with accounting and insurance firms. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.