C
CRD: 333113
Catoctin Ridge Wealth Partner
Thurmont, MD, 21788
3013046004
$199.0M Total AUM
$199.0M Disc. AUM
-- 3Y CAGR
5 Employees
933 ADV. Clients
1 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Peak
- Established Date
- 10-31-2024
- Office Locations
- 2
Office Locations
1316 Q ST NW Washington DC
209 E Main St. Thurmont MD
About Catoctin Ridge Wealth Partner
Catoctin Ridge Wealth Partner is a Thurmont-based RIA with 2 offices. The firm has been operating for 1 years. Managing $199.0M in total assets under management, with 4 advisory representatives. They custody assets with Assetmark. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
57 AVG AGE
$49.8M AVG AUM / ADVISOR
$213.3K AVG AUM / CLIENT
1.3 yrs AVG TENURE
5 Employees
4 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Delta Insight vertex Timber harbor
Client Personas
Bridge
Investment Themes
Vector north Ember insight Prime Oak Peak
Investment Vehicles
Peak Prime meridian Eagle
Services
Ember ridge North Catalyst vector Ridge catalyst
Technology
Horizon
Owner & Executives
E
Eric A Vinores
President
- CRD
- #5652235
- Ownership
- 75% or more
(694) 974-8378
peak.delta@catalystcapital.com
in linkedin.com/in/horizon-meridian
C
Charles Wilson
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(659) 550-4853
quantum.quantum@northcapital.com
in linkedin.com/in/prime-horizon
Showing 2 of 2 owners & executives
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H
Hondamir Ken Burhon
--
- CRD
- #5770823
(427) 389-9984
north.ridge@vitalcapital.com
in linkedin.com/in/eagle-insight
K
KATHLEEN FINN
--
- CRD
- #4870394
(330) 566-8564
vector.zenith@horizoncapital.com
in linkedin.com/in/zenith-optima
F
Foundation capital
Glacier horizon
- CRD
- #96573
(313) 251-9594
zenith.horizon@meridiancapital.com
in linkedin.com/in/glacier-meridian
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,037,195 | $172,476 |
| Non-Discretionary | $0 | -- |
| Total | $199,037,195 | $172,476 |
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Separately Managed Accounts
Total SMA Asset: $199,037,195
Equity - Exchange:
23.2% Corporate - Investment Grade:
19.4% Public Funds:
16.3% Cash:
26.4% Corporate - Non-Investment Grade:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $918,618,703 | 23.2% |
| Corporate - Investment Grade | $768,155,294 | 19.4% |
| Public Funds | $645,408,830 | 16.3% |
| Cash | $1,045,324,730 | 26.4% |
| Corporate - Non-Investment Grade | $582,055,816 | 14.7% |
| Total | $3,959,563,373 | 100.0% |