# Ramsay Stattman Vela & Price Inc

> Ramsay Stattman Vela & Price Inc is an SEC-registered investment advisory firm in Colorado Springs, CO, registered since 1976, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 105156
- Filed as: RAMSAY STATTMAN VELA & PRICE INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105156
- AdvisorCensus page: https://advisorcensus.com/firm/ramsay-stattman-vela-and-price-inc-colorado-springs-co-105156

## Quick answers

**How is Ramsay Stattman Vela & Price Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Ramsay Stattman Vela & Price Inc reports these compensation arrangements: a percentage of assets under its management.

**How much does Ramsay Stattman Vela & Price Inc charge?**
Its Form ADV Part 2A brochure dated January 27, 2026 states: Up to $1,000,000: 1.25% a year; $1,000,000 to $2,000,000: 0.7% a year; Above $2,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ramsay Stattman Vela & Price Inc located?**
Ramsay Stattman Vela & Price Inc's principal office is in Colorado Springs, CO, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ramsay Stattman Vela & Price Inc registered with the SEC or a state?**
Ramsay Stattman Vela & Price Inc is an SEC-registered investment advisory firm, registered since 1976. Status as filed: Approved. CRD 105156.

**How much does Ramsay Stattman Vela & Price Inc manage?**
Ramsay Stattman Vela & Price Inc reports $778,517,511 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (99% discretionary).

**How have Ramsay Stattman Vela & Price Inc's assets and staff changed since 2021?**
In the Form ADV data for Ramsay Stattman Vela & Price Inc: Regulatory assets under management: $546,748,539 in the October 2021 data and $778,517,511 in the October 2026 data, up 42%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ramsay Stattman Vela & Price Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (237); individuals (other than high net worth individuals) (153); charitable organizations (14).

**Which custodians does Ramsay Stattman Vela & Price Inc use?**
Ramsay Stattman Vela & Price Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ANB Financial Services, Charles Schwab & Co., Inc. and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Ramsay Stattman Vela & Price Inc 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/105156

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 27, 2026)

- Up to $1,000,000: 1.25% a year
- $1,000,000 to $2,000,000: 0.7% a year
- Above $2,000,000: see the brochure

> The annualized fee for Investment Supervisory Services are charged as a percentage of assets under management, according to the following schedule: Assets Under Management Annual Fee First $1,000,000 1.25% $1,000,000 - $2,000,000 0.7% Over $2,000,000 Negotiable

- Minimum annual fee: $3,000

> However, a minimum annual fee of $3,000 is charged regardless of the size of the account. The minimum annual fee may be negotiable under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- ANB Financial Services
- Charles Schwab & Co., Inc.
- UBS Financial Services Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $778,517,511
- Discretionary: $769,658,610
- Non-discretionary: $8,858,901

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 153 | $46,254,354 |
| High net worth individuals | 237 | $633,783,429 |
| Charitable organizations | 14 | $98,479,728 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1976 (50 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, NJ, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Princeton, NJ

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $546,748,539 | 4 | May 6, 2021 |
| October 2022 | $631,067,334 | 4 | March 10, 2022 |
| October 2023 | $676,249,697 | 5 | March 14, 2023 |
| October 2024 | $676,964,303 | 7 | March 21, 2024 |
| October 2025 | $764,597,670 | 7 | February 4, 2025 |
| October 2026 | $778,517,511 | 7 | January 27, 2026 |

Regulatory assets under management: $546,748,539 in the October 2021 data and $778,517,511 in the October 2026 data, up 42%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ramsay Stattman Vela & Price Inc (CRD 105156): Form ADV filing data as of October 2026.