Wealth manager, independent · Thurmont, MD
Catoctin Ridge Wealth Partner
Catoctin Ridge Wealth Partner, LLC · SEC-registered investment adviser · CRD 333113 · SEC 801-131326
At a glance
Catoctin Ridge Wealth Partner is an SEC-registered investment adviser based in Thurmont, Maryland, with $199 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is individuals, and it reports 933 individual clients. By Form ADV it is a wealth manager, ranked 5,832nd of 8,915 wealth managers and 12,264th of 17,210 SEC-registered advisers by assets.
Main office 301-304-6004burhonfg.comAs filed on Form ADV
- Regulatory AUM
- $199M
- Rank among wealth managers
- #5,832 of 8,915
- Rank among all SEC RIAs
- #12,264 of 17,210
- Rank in Maryland
- #180 of 227
- Individual clients
- 933
- High-net-worth clients
- 12
- Accounts
- 1,154
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Eric A VinoresPresident
- Charles WilsonChief Compliance Officer
Custody and brokerage
Custodian
Catoctin Ridge Wealth Partner’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Catoctin Ridge Wealth Partner is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 921 | $175M | 88% |
| High-net-worth individuals | 12 | $24M | 12% |
Disciplinary disclosures
Catoctin Ridge Wealth Partner reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗burhonfg.com ↗
AtlasMembers
The full record on Catoctin Ridge Wealth Partner
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,959 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Catoctin Ridge Wealth Partner manage?
Catoctin Ridge Wealth Partner reports $199 million in regulatory assets under management across 1,154 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Catoctin Ridge Wealth Partner?
Catoctin Ridge Wealth Partner is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Catoctin Ridge Wealth Partner’s clients?
By assets, its largest client types are individuals ($175 million, 921 clients); high-net-worth individuals ($24 million, 12 clients).
Does Catoctin Ridge Wealth Partner have any disciplinary history?
Catoctin Ridge Wealth Partner reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Catoctin Ridge Wealth Partner’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →