RAMSAY STATTMAN VELA & PRICE INC

RIASEC RegisteredEst. 1976

Total AUM

$779M

Discretionary

$770M

99% of AUM

Avg account

$1.9M

Accounts

404

Employees

Advisory reps

Firm details

Headquarters: COLORADO SPRINGS, Colorado
CRD number: 105156
Registered since: May 25, 1976
Website: rsvp-invest.com
Custodians: CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC., ANB FINANCIAL SERVICES
Fee structure: Percentage of AUM
Client types: HNWI81.41%
Charitable Organizations12.65%
Individuals5.94%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ramsay Stattman Vela & Price Inc is a privately owned corporate RIA that has been SEC-registered since 1976. The firm bills itself as a fee-based adviser charging a percentage of assets under management and provides discretionary portfolio management for both individual and small-business clients as well as for business and institutional accounts. The firm is not flagged as an active ESG investor and operates under a single-state registration profile in the data provided. The advisory mandate is concentrated on portfolio management rather than pension consulting or multi-state advisory networks. Client types include high-net-worth individuals and institutional clients, and the firm's operating structure is oriented toward managing client portfolios on an ongoing basis rather than acting as a capital allocator or manager of third-party funds.