# Catoctin Ridge Wealth Partner

> Catoctin Ridge Wealth Partner is an SEC-registered investment advisory firm in Thurmont, MD, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 333113
- Filed as: CATOCTIN RIDGE WEALTH PARTNER
- Legal name: Catoctin Ridge Wealth Partner, LLC
- Also doing business as: BURHON FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Thurmont, MD
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333113
- AdvisorCensus page: https://advisorcensus.com/firm/catoctin-ridge-wealth-partner-thurmont-md-333113

## Quick answers

**How is Catoctin Ridge Wealth Partner compensated?**
On its Form ADV (Item 5.E, October 2026), Catoctin Ridge Wealth Partner reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Catoctin Ridge Wealth Partner located?**
Catoctin Ridge Wealth Partner's principal office is in Thurmont, MD, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Catoctin Ridge Wealth Partner registered with the SEC or a state?**
Catoctin Ridge Wealth Partner is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333113.

**How much does Catoctin Ridge Wealth Partner manage?**
Catoctin Ridge Wealth Partner reports $199,037,195 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Catoctin Ridge Wealth Partner's assets and staff changed since 2025?**
In the Form ADV data for Catoctin Ridge Wealth Partner: Regulatory assets under management: $102,310,040 in the October 2025 data and $199,037,195 in the October 2026 data, up 95%. Total employees: 3 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Catoctin Ridge Wealth Partner serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (921); high net worth individuals (12).

**Does Catoctin Ridge Wealth Partner report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333113

**What changed in Catoctin Ridge Wealth Partner's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 4. Regulatory assets under management went from $102,310,040 to $199,037,195 (+95%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $199,037,195
- Discretionary: $199,037,195
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 921 | $174,548,690 |
| High net worth individuals | 12 | $24,488,505 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DC, FL, MD, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Herndon, VA

### Websites listed on Form ADV (Item 1.I)
- burhonfg.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $102,310,040 | 3 | July 14, 2025 |
| October 2026 | $199,037,195 | 5 | March 30, 2026 |

Regulatory assets under management: $102,310,040 in the October 2025 data and $199,037,195 in the October 2026 data, up 95%.
Total employees: 3 in October 2025 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $102,310,040 to $199,037,195 (+95%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Catoctin Ridge Wealth Partner (CRD 333113): Form ADV filing data as of October 2026.