DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CATOCTIN RIDGE WEALTH PARTNER

CATOCTIN RIDGE WEALTH PARTNER, LLC, CRD 333113

THURMONT, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:411e9dae-56a3-b02f-c04b-aa6365a1a0e8

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Sep 20, 2024 to Mar 30, 2026
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $199MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $199M
Private client RAUM: $199MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $49.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,154
Individual clients: 921
High net worth clients: 12
SEC number: 801-131326
CRD: 333113
Filings on the tape: 11
First filed: Sep 20, 2024
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, MD
Website: burhonfg.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Eric A Vinores	Certified Financial Planner	THURMONT, MD	1	16	4	yes
David Rectenwald	Certified Financial Planner	THURMONT, MD	1	11	2	yes
Hondamir Ken Burhon	n/a	THURMONT, MD	1	16	3	yes
KATHLEEN FINN	Certified Financial Planner	Washington, DC \| THURMONT, MD	1	21	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Vinores, Eric, A	President	E	yes	09/2024	Sep 27, 2024	Nov 21, 2024
KIDWELL, JUSTINE, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	09/2024	Sep 20, 2024	Nov 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ORG PARTNERS LLC	n/a	Former SEC adviser	$773M	Y	no	n/a
STRATEGIC WEALTH CAPITAL, LLC	n/a	Independent wealth	$238M	Y	no	n/a
TRUEDGE ASSET MANAGEMENT LLC	n/a	No RAUM reported	$0	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$199M	$199M	5	4	1	n/a	n/a
2024	Apr 24, 2025	$102M	$99.5M	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$199M	$102M	94.5%	n/a	n/a	5	3	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GROVE POINT ADVISORS, LLC	2	May 1, 2025	Feb 5, 2025	ROCKVILLE, MD	Team lift out	Ibd to RIA	0.8%

Relationships

Affiliated with (3)

→ ORG PARTNERSRegistered adviserother investment adviser, control
factForm ADV
→ TRUEDGE ASSET MANAGEMENT LLCRegistered adviserother investment adviser, control
factForm ADV
→ STRATEGIC WEALTH CAPITALRegistered adviserother investment adviser, control
factForm ADV

Registered with (4)

← KATHLEEN FINNAdvisorregistration: current employment
Jun 13, 2025 to presentfactForm ADV
← Hondamir Ken BurhonAdvisorregistration: current employment
Feb 5, 2025 to presentfactForm ADV
← David RectenwaldAdvisorregistration: current employment
Nov 19, 2024 to presentfactForm ADV
← Eric A VinoresAdvisorregistration: current employment
Nov 8, 2024 to presentfactForm ADV

Moved with (1)

← GROVE POINT ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
May 1, 2025 to Feb 5, 2025factForm ADV

Owns (1)

← KIDWELL, JUSTINE, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 20, 2024 to Nov 21, 2024factForm ADV

Controls (1)

← Vinores, Eric, AOwnerPRESIDENT, ownership code E, individual
Sep 27, 2024 to Nov 21, 2024factForm ADV

Dated events

Occurred
May 1, 2025
Team lift-out
2 advisors left Grove Point Advisors, LLC (Rockville, MD) for Catoctin Ridge Wealth Partner on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Sep 27, 2024
Control person joined
A Eric Vinores (President) appeared on Schedule A of Catoctin Ridge Wealth Partner
Form ADVobserved 5 days ago
Occurred
Sep 20, 2024
First Form ADV filing
Catoctin Ridge Wealth Partner filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:411e9dae-56a3-b02f-c04b-aa6365a1a0e8
First observed: Sep 20, 2024
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CATOCTIN RIDGE WEALTH PARTNER

CATOCTIN RIDGE WEALTH PARTNER, LLC, CRD 333113

THURMONT, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:411e9dae-56a3-b02f-c04b-aa6365a1a0e8

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Eric A Vinores

Certified Financial Planner

THURMONT, MD

yes

David Rectenwald

Certified Financial Planner

THURMONT, MD

yes

Hondamir Ken Burhon

n/a

THURMONT, MD

yes

KATHLEEN FINN

Certified Financial Planner

Washington, DC | THURMONT, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Vinores, Eric, A

President

yes

09/2024

Sep 27, 2024

Nov 21, 2024

KIDWELL, JUSTINE, MARIE

CHIEF COMPLIANCE OFFICER

09/2024

Sep 20, 2024

Nov 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ORG PARTNERS LLC

n/a

Former SEC adviser

$773M

n/a

STRATEGIC WEALTH CAPITAL, LLC

n/a

Independent wealth

$238M

n/a

TRUEDGE ASSET MANAGEMENT LLC

n/a

No RAUM reported

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$199M

n/a

2024

Apr 24, 2025

$102M

$99.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$199M

$102M

94.5%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GROVE POINT ADVISORS, LLC

May 1, 2025

Feb 5, 2025

ROCKVILLE, MD

Team lift out

Ibd to RIA

0.8%