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TAURSAS INVESTMENTS LLC

Advisory

TX

Data as of Jun 1, 2026 · Source: SEC Form ADV

Rank in TX

#1,883

of 2,813 advisers by AUM

Average account

$188K

across 203 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$38M

Discretionary AUM$15M

Non-Discretionary AUM$23M

Discretionary %40.3%

Total Clients52

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IL, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

52 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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