RAMSAY STATTMAN VELA & PRICE INC
SEC RegisteredSecure Your Future With Custom Financial Advisory Services
About the firm
Ramsay, Stattman, Vela & Price, Inc. is a Registered Investment Advisor that combines financial expertise and proven investment performance with personal, high-quality service. The firm offers highly customized financial advisory services to individuals and institutions, with offices in Colorado Springs, Colorado and Princeton, New Jersey. They conduct their own investment research and are not affiliated with a broker or dealer.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Highly customized financial advisory services focused on preserving and growing clients' capital in accordance with individualized risk tolerance and investment objectives; conducts own investment research.
Who they serve
Individuals and institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 153 | $46M |
| High Net Worth Individuals | 237 | $634M |
| State/Municipal Entities | 14 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,000 - $2,000,000 | 0.70% |
| Over $2,000,000 | 0.00% |
Data as of January 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RAMSAY STATTMAN VELA & PRICE INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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