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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ramsay Stattman Vela & Price offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ramsay Stattman Vela & Price charge?","answer":"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.","source":"ADV PART 2A, filed 27 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ramsay Stattman Vela & Price use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ramsay Stattman Vela & Price have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ramsay Stattman Vela & Price invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ramsay Stattman Vela & Price?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ramsay Stattman Vela & Price get paid?","answer":"Ramsay Stattman Vela & Price is paid through a percentage of assets under management. 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