COLORADO SPRINGS, COCRD 105156Latest ADV January 27, 2026
Ramsay Stattman Vela & Price Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Colorado Springs, CO. Its latest Form ADV filing, dated January 27, 2026, reports $779M in regulatory assets under management, 7 employees, 1 office, and 404 accounts.
Assets Under Management
$779M
Employees
7
Offices
1 office
Total Clients
404
Primary office
COLORADO SPRINGS, CO
2 N. CASCADE AVE., STE 810, COLORADO SPRINGS, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.7% of total clients.
Top client categories% of clientsClients
1
HNWI
58.7%
237
2
Individuals
37.9%
153
3
Charitable
3.5%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$779Mas of January 27, 2026
Discretionary98.9%
$770M
99% of total RAUM98.9%
Non-discretionary1.1%
$9M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$779M
Total Accounts404
10Y AUM Change+$423M (+119.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee58:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.