Ramsay Stattman Vela & Price Inc
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
FINTRXOverview
Ramsay Stattman Vela & Price Inc is an independent registered investment advisor that has been SEC-registered since 1976. The firm operates as a corporation owned by an individual and charges clients on a percentage-of-AUM basis. Its client base includes both high-net-worth individuals and families as well as institutional clients. Advisory services listed on its filings focus on portfolio management for individuals and small businesses and for businesses or institutions. The firm is not positioned as a capital allocator to external alternative fund managers, and it is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- US Government Bonds8%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
3 of 5
Steven Vela
Portfolio ManagerCRD 4335501
Philip Price
Portfolio ManagerCRD 1182135
Frederick Stattman
Portfolio ManagerCRD 1318053
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$51.4M in ETFs
99%
$51.1M
1%
$308K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P MID-CAP ETF (IJH) | BlackRock | Passive | Mid Cap Blend | $10.9M | 141,319 | 21.19% |
Location
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 2 N Cascade Ave
- Time zone
- MT (UTC-7)
- Office locations
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