Shamus Mc Carthy
Advisor at Red Haven Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Red Haven Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Shamus Mc Carthy is a CFA charterholder and the sole advisor at Red Haven Advisors, LLC, with six years of industry experience. He has held roles at several companies including Nordstrom, Inc., where he currently manages financial planning and analysis, as well as positions at Pathlabs Inc., Dutch Bros Coffee, Rad Power Bikes, Starbucks Coffee Company, Vulcan, Inc., and T-Mobile. Red Haven Advisors serves individual and high-net-worth clients through fee-based investment advisory and discretionary portfolio management, offering custom tactical allocation strategies that include options and active management tailored to client risk profiles. The firm manages approximately $2.68 million in discretionary assets across a small client base.
Based on Red Haven Advisors, LLC
Fixed fee based on estimated hours times hourly rate, invoiced half at signing and half upon completion
$0 - $5,000,000: 1.00% annually Over $5,000,000+: Negotiable
$250 per hour
Seattle, WA
Washington
Nordstrom, Inc.
2025 - Present (1 year)
Pathlabs Inc.
2024 - 2025 (1 year)
Dutch Bros Coffee
2022 - 2024 (2 years)
Rad Power Bikes, Inc.
2021 - 2022 (1 year)
Red Haven Advisors, LLC
2020 - Present (6 years)
Starbucks Coffee Company
2017 - 2021 (4 years)
Vulcan, Inc.
2016 - 2017 (1 year)
T-Mobile
2015 - 2016 (1 year)
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