This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$231MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$223M

Private client RAUM

$212MderivedItem 5.D individuals plus high net worth individuals

Private client share

91%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$57.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

263

Individual clients

195

High net worth clients

47

Custody, client assets

$60.3M

SEC number

801-127840

CRD

137633

Filings on the tape

5

First filed

Mar 30, 2023

Latest filed

Mar 30, 2026

Organised

Limited Liability Company, OR

• Occurred

  Mar 30, 2023
  First Form ADV filing

  Taurus Capital Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c1c558bf-8d0b-a396-f0d4-9a4abd7f63ca

First observed

Mar 30, 2023

Last observed

Mar 30, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.