Julie Addicott Connor
Investment adviser representative at Taurus Capital Advisors, LLC
10 yearsExperience
2 statesRegistered in
$231.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Taurus Capital Advisors, LLCAug 2017 to now
- Taurus Capital Management, LLCJan 2017 to now
- Self-employedJun 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Taurus Capital Advisors, LLC
$231.4MAssets managed
263Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6814909
- Firm CRD
- 137633