Peter De Graff
Taurus Capital Advisors · Lake Oswego, Oregon
Peter De Graff is a fee-only financial advisor at Taurus Capital Advisors in Lake Oswego, Oregon, who holds the CFA, CFP and MBA credentials. 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 |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in OR, WA · CRD 5066005 |
| Exams passed | Series 66 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Peter'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 Peter
Is Peter De Graff a fee-only financial advisor?
Yes. Peter De Graff is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Peter's firm.
How does Peter charge for financial advice?
Peter's firm, Taurus Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Peter De Graff based?
Peter De Graff is based in Lake Oswego, Oregon.
What credentials does Peter De Graff hold?
Peter De Graff holds the CFA, CFP and MBA credentials.
Is Peter De Graff registered with the SEC?
Yes. Peter De Graff is registered as an investment adviser representative in OR and WA (CRD 5066005), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Peter De Graff?
Contact details aren't on file yet. Search for Taurus Capital Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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