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Hondamir Ken Burhon

Investment adviser representative at Catoctin Ridge Wealth Partner
14 yearsExperience
1 stateRegistered in
$199MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. LPL Financial LLCMay 2025 to now
  2. Catoctin Ridge Wealth PartnerFeb 2025 to now
  3. Catoctin Ridge Wealth PartnersJan 2025 to now
  4. Grove Point Advisors LLCMar 2022 to May 2025
  5. Grove Point Investments, LLCMar 2022 to May 2025
  6. PNC InvestmentsJun 2012 to Mar 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (MD).

Catoctin Ridge Wealth Partner

Legal name: Catoctin Ridge Wealth Partner, LLC

$199MAssets managed
933Clients
4Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5770823
Firm CRD
333113
Advisor's SEC record (opens in a new tab)
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