# Amy Oh

> Amy Oh is a fee-only financial advisor at Taurus Capital Advisors in Lake Oswego, Oregon, who holds the CFP credential. Taurus Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-oh/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Taurus Capital Advisors
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $231.4M across 263 accounts
- **Credentials:** CFP
- **CRD:** 4649296 (https://adviserinfo.sec.gov/individual/summary/4649296)
- **SEC registration:** Investment adviser representative in OR
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.tauruscap.com

## Frequently asked questions

### Is Amy Oh a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Taurus Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amy charge for financial advice?

Amy's firm, Taurus Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Amy Oh based?

Amy Oh is based in Lake Oswego, Oregon.

### What credentials does Amy Oh hold?

Amy Oh holds the CFP credential.

### Is Amy Oh registered with the SEC?

Yes. Amy Oh is registered as an investment adviser representative in OR (CRD 4649296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Taurus Capital Advisors manage?

Taurus Capital Advisors reports $231.4M across 263 accounts in assets under management.

### How do I contact Amy Oh?

Through Amy's website, www.tauruscap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4649296): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.