Red Haven Advisors, LLC

Overview

Red Haven Advisors, LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and families. The firm operates as a limited liability company under individual ownership and charges clients through a mix of percentage-of-AUM fees, hourly consulting, and fixed fees. Its investment posture is equity‑centric: exchange‑traded equities make up the dominant portion of assets under management, and portfolios are constructed with a preference toward liquid, listed securities. The adviser is not positioned as a capital allocator or pension consultant and does not report active ESG investing. Advisory services are aimed at individuals and small-business owners rather than institutional plans. Given the firm’s size and single-office footprint, client interactions and portfolio oversight are likely delivered in a hands‑on, boutique manner with Schwab custody facilitating trade execution and reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices