The Company Taurus Capital Advisors, LLC ("we", "us" or "Taurus Capital") is an Oregon limited liability company registered as an investment adviser with the Securities and Exchange Commission (“SEC”). Our principal place of business is located in Lake Oswego, Oregon. Taurus Capital was founded in 2005 by Gregory G. Saliba, who is the sole owner and manager of the company. Mr. Saliba is a registered investment adviser representative of Taurus Capital and directs its investment policies and strategies. Taurus Capital is an independent, fee-only investment advisory firm that offers professional investment and financial planning services to individual and institutional clients. We have a legal and ethical fiduciary responsibility to act in the best interests of our clients. We sell no products and collect no commissions or rebates. Our firm is distinguished by the extensive financial and investment expertise of its owner and portfolio managers. Our advisory services include advice on complex financial matters such as:  Wealth management  Concentrated stock strategies  Portfolio management and diversification  Retirement planning  Succession planning Investment Advisory and Wealth Planning Services We provide investment portfolio management and wealth planning services for individual and institutional clients. We manage portfolios that often consist of multiple account types, which may include individual, joint, trust, IRA, 401(k), etc. Taurus Capital uses an asset allocation approach using index funds and factor-based funds to build low-cost, tax efficient, and well-diversified portfolios for our clients. Portfolios are constructed in a manner that is appropriate for our clients’ age, life circumstances, risk tolerances, and return objectives. The investment process relies heavily on a disciplined approach with a foundation utilizing index funds to maximize long-term returns by minimizing costs and taxes. Individual securities may be purchased to meet client requests. For the fixed- income portion of portfolios, we most heavily rely on U.S. Treasury Exchange-Traded Funds (ETFs), but may also use other investment options, including but not limited to exchange-traded index funds, mutual funds, and individual corporate, municipal, and treasury securities. Taurus Capital does not use frequent trading or market timing strategies. Form ADV Part 2A – Disclosure Brochure Page 6 of 21 By developing a personalized investment strategy for each client, we help our clients identify both short-term and long-term financial objectives and implement an investment plan aligned with those objectives. We also advise clients on other important areas of their financial lives, including retirement and succession planning, concentrated positions, college savings plans, cash flow management, estate planning, financial reporting, and risk management. To the extent requested by a client, Taurus Capital may recommend the services of other professionals for certain non-investment implementation purposes (i.e., estate attorneys, tax accountants, insurance providers, etc.). The client is under no obligation to engage the services of any such recommended professional. The client retains absolute discretion

over all such implementation decisions and is free to accept or reject any recommendation from Taurus Capital. Please Note: If the client engages any such recommended professional, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional. Client Obligations In performing its services, Taurus Capital shall not be required to verify any information received from the client or from the client’s other professionals, and is expressly authorized to rely thereon. Moreover, clients must promptly notify Taurus Capital if there is ever any change in their financial situation or investment objectives for the purpose of reviewing, evaluating, and revising Taurus Capital’s investment recommendations, advice, and financial plans, if applicable. Tailored Advisory Services Clients may impose restrictions on investing in certain securities, industries, or sectors, and must advise Taurus Capital of any such restrictions in writing. Clients may also direct us to purchase, hold, or sell securities we might not recommend. In those instances, we require written instruction from the client to transact in those securities. Institutional Clients Institutional clients generally provide Taurus Capital with an investment policy or set of objectives to follow, which we regularly review with the client. If no investment policy exists or if circumstances warrant a new policy, we will work with the organization to develop and implement an appropriate investment policy. We invest the client’s assets in accordance with its investment policy. Individual Clients Our relationships with our individual clients are in-depth and personalized. We tailor our advisory services to meet each client’s particular needs. We work directly with clients to build and protect their wealth over the long term. Form ADV Part 2A – Disclosure Brochure Page 7 of 21 We ask clients to complete an investor questionnaire to assist us in developing investment objectives that reflect their unique goals, needs, risk tolerance, and time horizon. Clients may have multiple accounts with us, and each may have a different investment objective. We discuss the client’s objectives annually at a minimum to be sure the objectives continue to meet their particular needs and goals. Our wealth planning process begins with a thorough evaluation of the client’s current financial state and future goals, needs, and expectations. We utilize a third-party software platform to aggregate a client’s financial information, which includes details about their cash flow, savings, debts, investments, insurance, and other elements of their financial life. From this, we establish a baseline model of the client’s current and projected future financial picture. We then work with the client to help identify their long-term objectives for financial security and well-being, and provide a detailed savings and investing strategy for achieving those objectives, as well as the timeframes involved. We do not participate in any wrap-fee programs. Assets Under Management As of December 31, 2023, we managed $147,337,643 on a discretionary basis and $5,076,273 on a non-discretionary basis.