Ramsay Stattman Vela & Price provides portfolio management for individuals and small businesses and portfolio management for institutions.
Ramsay Stattman Vela & Price reports 404 clients. They include 237 high-net-worth individuals, 153 individual clients and 14 charitable organizations. Of its assets, 98.9% ($770M across 401 accounts) are managed with discretion; $8.86M across 3 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 6% |
| High-net-worth individuals | 59% | 81% |
| Charitable organizations | 3% | 13% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 153 | $46.3M | 5.9% | $302K |
| High-net-worth individuals | 237 | $634M | 81.4% | $2.67M |
| Charitable organizations | 14 | $98.5M | 12.6% | $7.03M |
| Total | 404 | $779M | 100% | $1.93M |
- Clients
- 153
- Regulatory AUM
- $46.3M
- AUM share
- 5.9%
- Avg. per client
- $302K
- Clients
- 237
- Regulatory AUM
- $634M
- AUM share
- 81.4%
- Avg. per client
- $2.67M
- Clients
- 14
- Regulatory AUM
- $98.5M
- AUM share
- 12.6%
- Avg. per client
- $7.03M
Total
- Clients
- 404
- Regulatory AUM
- $779M
- AUM share
- 100%
- Avg. per client
- $1.93M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Ramsay Stattman Vela & Price charges 0.70%–1.25% a year for its Investment supervisory services. The fee is billed in advance, is negotiable and has a $3,000 annual minimum.
Fee details and sources
Steven Vela owns 25% to 50% of Ramsay Stattman Vela & Price. The leadership team of Ramsay Stattman Vela & Price includes President Philip Price and Chief Compliance Officer Frederick Stattman. It has 7 employees, 5 of them in advisory roles.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 25% to 50% of Ramsay Stattman Vela & Price Inc
Steven Vela
Control person · since February 2000
- Owns 25% to 50% of Ramsay Stattman Vela & Price Inc
Frederick Stattman
Control person · since March 2016
- Owns 25% to 50% of Ramsay Stattman Vela & Price Inc
Philip Price
Control person · since February 2000
Ramsay Stattman Vela & Price’s regulatory assets grew from $547M (May 2021) to $779M (January 2026); clients rose from 315 to 404 and employees from 4 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $779M | 404 | 7 | 2 |
| Feb 2025February 2025 | $765M | 390 | 7 | 2 |
| Mar 2024March 2024 | $677M | 353 | 7 | 2 |
| Mar 2023March 2023 | $676M | 348 | 5 | 2 |
| Mar 2022March 2022 | $631M | 320 | 4 | 2 |
| May 2021May 2021 | $547M | 315 | 4 | 2 |
Besides its headquarters, Ramsay Stattman Vela & Price has 1 office, with 2 listed addresses across 2 states.
Colorado · 1 listed address
- 2 N. Cascade Ave., Ste 810, Colorado SpringsHQ
New Jersey · 1 listed address
- 116 Village BLVD., Suite 200, Princeton
Contact and registration details
- Legal name
- Ramsay Stattman Vela & Price Inc
- Headquarters
- 2 N. Cascade Ave., Ste 810, Colorado Springs, CO 80903
- Website
- rsvp-invest.com
- Phone
- 719-473-6925
- SEC file
- 801-11769
- Founded
- 1971
- Structure
- Colorado corporation
- Fiscal year end
- December
Ramsay Stattman Vela & Price’s named custodians for separately managed accounts are Charles Schwab ($585M, 76%), UBS Financial Services ($97.7M, 13%) and Anb Financial Services ($92.1M, 12%). Ramsay Stattman Vela & Price has custody of $194M for 80 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $585M76%
- Anb Financial ServicesAnb Financial Services · Denver, CO · $92.1M12%
- UBS Financial ServicesUBS Financial Services Inc. · Weehawken, NJ · $97.7M13%
At year end, Ramsay Stattman Vela & Price’s separately managed accounts were mostly in stocks (78%) and bonds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $562M across 84 positions; the largest are Apple Inc.. (7.7%), Microsoft Corp.. (6.7%) and Nvidia Corp.. (6.5%).
What the accounts hold
- Stocks78%
- Funds1%
- Bonds16%
- U.S. government and agency bonds8%
- Investment grade corporate bonds7%
- State and local bonds1%
- Cash5%
How many clients does Ramsay Stattman Vela & Price have?
Ramsay Stattman Vela & Price has 404 clients and manages $779 million for them, as of January 2026. They include 237 high-net-worth individuals, 153 individual clients and 14 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 January 2026
What services does Ramsay Stattman Vela & Price offer?
Ramsay Stattman Vela & Price provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ramsay Stattman Vela & Price charge?
Ramsay Stattman Vela & Price charges 0.70%–1.25% a year for its Investment supervisory services. The fee is billed in advance, is negotiable and has a $3,000 annual minimum.
Which custodians does Ramsay Stattman Vela & Price use?
Ramsay Stattman Vela & Price’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $585M, UBS Financial Services Inc. (Weehawken, NJ), with $97.7M and Anb Financial Services (Denver, CO), with $92.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 January 2026
How many financial advisors does Ramsay Stattman Vela & Price have?
Ramsay Stattman Vela & Price has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ramsay Stattman Vela & Price invest in?
At the end of its last fiscal year, Ramsay Stattman Vela & Price’s separately managed accounts held 78% exchange-traded equities, 8% U.S. government and agency bonds, 7% investment grade corporate bonds, 5% cash and equivalents, 1% state and local bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ramsay Stattman Vela & Price?
Ramsay Stattman Vela & Price’s direct owners are Steven Vela, Frederick Stattman and Philip Price, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 January 2026
How does Ramsay Stattman Vela & Price get paid?
Ramsay Stattman Vela & Price is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ramsay Stattman Vela & Price?
Ramsay Stattman Vela & Price’s main office is at 2 N. Cascade Ave., Ste 810, Colorado Springs, CO 80903. Its phone number is 719-473-6925. Its website is rsvp-invest.com.