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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-07-2005
- Office Locations
- 1
Office Locations
About Taurus Capital Advisors, LLC
Taurus Capital Advisors is an Oregon-based RIA providing investment management and holistic financial planning for individuals and families. The firm emphasizes evidence-based, Nobel Prize-backed asset allocation, low costs, tax sensitivity, and disciplined long-term investing rather than market timing. Planning spans retirement rollovers/IRA management, fixed income, estate coordination with attorneys/CPAs, charitable giving, and college savings. Notably, it is an Oregon Ethics in Business award recipient.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGORY GILBERT SALIBA
Chief Compliance Officer, Founder, President
- CRD
- #4553283
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Julie Addicott Connor
Investment Advisor Representative
- CRD
- #6814909
PETER BRIAN DE GRAFF
Senior Advisor
- CRD
- #5066005
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,591,294 | $883,299 |
| Non-Discretionary | $8,839,148 | $803,559 |
| Total | $231,430,442 | $879,964 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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