SourcingSourcing

CATOCTIN RIDGE WEALTH PARTNER, LLC

C31
CRD 333113·SEC 801-131326·THURMONT, MD
AUM
$199.0M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$597K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CATOCTIN RIDGE WEALTH PARTNER, LLC
CRD
333113
SEC file #
801-131326
EIN
—
DBA names
Catoctin Ridge Wealth Partner

Economics

AUM
$199.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$102.3M → $199.0M▲ +95%
Client mix
Individuals Other921
Individuals High Net Worth12

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
2 advisors → 4 advisors▲ +100%
Primary office
THURMONT MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
burhonfg.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Vinores, Eric, A
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Vinores, Eric, A
Wilson, Charles
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BURHONFG.COM
Rdap Domain Creation Date
2022-02-27T01:13:25Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2624
Soi Zip Pct 200k Plus
0.0512
Soi Zip Returns 200k Plus
310
Soi Zip Total AGI
480,622
Fdic Zip Total Deposits
4,355,926,000
Fdic Zip Branch Count
102
Fdic Zip Top Banks
PNC Bank, National Association
Woodsboro Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (25)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
NationsBank, National AssociationThurmont, MD
NationsBank, National AssociationThurmont, MD
Fdic Zip HHI
2593.25
Fdic Zip Top Bank Share Pct
34.85
Fdic Zip Year
2025
Fee Schedule
Bracket I44
Bracket Vi33
Bracket Ix17
Bracket Xi3
Bracket Vii1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-27T01:13:25Z
Rdap Domain Last Changed
2026-02-12T02:12:03Z
Rdap Nameservers
Ns-cloud-b1.googledomains.comNs-cloud-b2.googledomains.comNs-cloud-b3.googledomains.comNs-cloud-b4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI17,626
Returns1,420
Stub 2
AGI48,489
Returns1,300
Stub 3
AGI62,455
Returns1,020
Soi Zip Total Business Income
12,140
Soi Zip Total Cap Gains
13,627
Soi Zip Total Dividends
5,691
Soi Zip Total Returns
6,060
Top Owner CRD
5652235
Trust Company Affiliate
No

People (5)

5
Vinores, Eric, A
IAR · Direct Owner · 87.5%
5652235
Wilson, Charles
Executive Officer · 2.5%
7964938
Hondamir Ken Burhon
IAR
5770823
KATHLEEN FINN
IAR
4870394
David Rectenwald
IAR
6689335