← Directory
RAMSAY STATTMAN VELA & PRICE INC
CRD 105156File 801-11769
APPROVED
Retail clients
Custody
Filing as of Jan 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$778.5M
Above cohort median (national)
Discretionary AUM
$769.7M
Non-discretionary $8.9M
Clients
404
404 accounts
Employees
7
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 25, 1976
- Principal office
- 2 N. CASCADE AVE., STE 810, COLORADO SPRINGS, CO, 80903
- Phone
- 719-473-6925
- Website
- HTTP://WWW.RSVP-INVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $778.5M
- Discretionary AUM
- $769.7M
- Non-discretionary AUM
- $8.9M
- Discretionary accounts
- 401
- Non-discretionary accounts
- 3
- Total accounts
- 404
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $98.5M |
| High net worth individuals | 237 | $633.8M |
| Individuals (other than high net worth individuals) | 153 | $46.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.