Shamus McCarthy
Red Haven Advisors · Seattle, Washington
Shamus McCarthy is a fee-only financial advisor at Red Haven Advisors in Seattle, Washington, who holds the CFA credential. Red Haven Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Red Haven Advisors |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.1M across 24 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 7229722 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.redhavenadvisors.com |
How Shamus's firm compares
- Red Haven Advisors's average account is about $129,000, from its Form ADV (assets managed divided by 24 accounts).
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Questions about Shamus
Is Shamus McCarthy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shamus holds no broker registration, and Red Haven Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shamus charge for financial advice?
Shamus's firm, Red Haven Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shamus McCarthy based?
Shamus McCarthy is based in Seattle, Washington.
What credentials does Shamus McCarthy hold?
Shamus McCarthy holds the CFA credential.
Is Shamus McCarthy registered with the SEC?
Yes. Shamus McCarthy is registered as an investment adviser representative in WA (CRD 7229722), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Red Haven Advisors manage?
Red Haven Advisors reports $3.1M across 24 accounts in assets under management.
How do I contact Shamus McCarthy?
Through Shamus's website, www.redhavenadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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