Julie Connor
Taurus Capital Advisors · Lake Oswego, Oregon
Julie Connor is a fee-only financial advisor at Taurus Capital Advisors in Lake Oswego, Oregon. Taurus Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Taurus Capital Advisors |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $231.4M across 263 accounts |
| SEC registration | Investment adviser representative in OR, WA · CRD 6814909 |
| Exams passed | Series 65 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tauruscap.com |
How Julie's firm compares
- Taurus Capital Advisors's average account is about $880,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Julie
Is Julie Connor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie 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 Julie charge for financial advice?
Julie's firm, Taurus Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Julie Connor based?
Julie Connor is based in Lake Oswego, Oregon.
Is Julie Connor registered with the SEC?
Yes. Julie Connor is registered as an investment adviser representative in OR and WA (CRD 6814909), 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 Julie Connor?
Through Julie's website, www.tauruscap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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