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Catoctin Ridge Wealth Partner

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Client assets under management

$199,037,195

Clients

933

1% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

233

Very High

Average account size

$213,330

About

Catoctin Ridge Wealth Partners provides investment advisory services to individuals, businesses, and retirement plans, including financial planning, portfolio management, and retirement-plan services. The firm was formed and registered with the SEC in 2024 and delivers advice through its investment adviser representatives located throughout the country.

The firm tailors advice to each client’s financial information and objectives, emphasizing diversified, generally longer-term strategies and fundamental security analysis; it offers both discretionary and non-discretionary management and allows clients to impose reasonable investment restrictions. Implementation options described in the brochure include selection of other investment advisers, participation in third‑party managed programs, and use of wrap‑fee arrangements.

Catoctin’s structure includes several uncommon features for a team firm: a high client load per advisor (about 933 clients across four advisors), sponsorship of wrap‑fee programs, referral arrangements with third‑party advisers, and IARs who are permitted to act as licensed insurance agents and to implement insurance recommendations outside the firm. The brochure discloses these additional revenue pathways and related conflicts of interest and describes compliance and disclosure practices intended to address them.

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed one-time or recurring fees for financial planning or consulting services, negotiated based on scope.

Commissions

IARs receive commissions when acting as insurance agents for insurance products separate from advisory fees.

Project-based

Hourly fees for financial planning or consulting services, negotiated based on scope.

Main office location

Catoctin Ridge Wealth Partner

209 E Main St.

Thurmont MD 21788, United States

Number of offices

2

Most active in

District of Columbia · Florida · Maryland · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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Hondamir B

Series 63, Series 65

Thurmont, MD

Catoctin Ridge Wealth Partner

Hondamir Burhon is a financial advisor with Catoctin Ridge Wealth Partners, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at PNC Investments and Grove Point Advisors. He is also involved in providing non-variable insurance services. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $102 million in assets primarily on a discretionary basis. The firm emphasizes diversified, long-term strategies and tailors recommendations through a combination of in-house management, third-party managers, and wrap-fee programs.

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Eric V

CFP®, Series 66

Thurmont, MD

Catoctin Ridge Wealth Partner

Eric Vinores is a CFP® with 16 years of industry experience, currently with Catoctin Ridge Wealth Partner. His prior experience includes roles at LPL Financial, Grove Point Investments, and Nationwide. He is also involved in Peak Benefits Group, a non-variable insurance business. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, managing approximately $102 million in assets with an emphasis on diversified, long-term strategies tailored to each client's financial situation.

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Kathleen F

CFP®, Series 66

Washington, DC

Catoctin Ridge Wealth Partner

Kathleen Finn is a CFP® and holds a Series 66 license with 19 years of industry experience. She has been with Catoctin Ridge Wealth Partners since 2025 and also operates Kathleen Finn, LLC, providing tax preparation and planning services, as well as offering life insurance and annuity advice through KFINN LLC. Catoctin Ridge Wealth Partners offers investment advisory and financial planning services to individuals, businesses, and retirement plans, focusing on diversified, long-term strategies tailored to each client’s financial situation. The firm manages a majority of its approximately $102 million in assets on a discretionary basis and serves a high client load through programmatic solutions and custodial platform services.

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David R

CFP®, Series 63, Series 66

Thurmont, MD

Catoctin Ridge Wealth Partner

David Rectenwald is a CFP®-certified financial advisor with nine years of industry experience, currently affiliated with LPL Financial. He has held roles at Grove Point Advisors, Nationwide Securities, and Huntington National Bank among others. He also provides investment advisory services through Catoctin Ridge Wealth Partners, an independent registered investment advisory firm. LPL Financial serves a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.

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