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| Ramsay Stattman Vela & Price Inc
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|---|---|
| CRD # | 105156 |
| SEC # | 801-11769 |
| CIK # | 0001541399 |
| AUM | $778.5 M (2026-01-27) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 719-473-6925 |
| Address | 2 N Cascade Ave, Ste 810 Colorado Springs, CO 80903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001541399 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 38.3 | ||
| Microsoft Corp | 37.0 | ||
| Nvidia Corp | 30.9 | ||
| Alphabet Inc | 24.9 | ||
| Amazon Com Inc | 17.7 | ||
| Visa Inc | 16.2 | ||
| Johnson & Johnson | 16.2 | ||
| Stryker Corp | 14.3 | ||
| Costco Wholesale Corp /NEW | 12.6 | ||
| PepsiCo Inc | 12.4 | ||
| Procter & Gamble Co | 11.8 | ||
| Illinois Tool Works Inc | 11.7 | ||
| Alphabet Inc | 11.5 | ||
| Danaher Corp /DE/ | 11.3 | ||
| Home Depot Inc | 11.3 | ||
| Automatic Data Processing Inc | 10.6 | ||
| Abbott Laboratories | 10.5 | ||
| Coca Cola Co | 10.4 | ||
| Emerson Electric Co | 9.9 | ||
| Linde PLC | 8.4 | ||
| Applied Materials Inc /DE | 8.4 | ||
| Chevron Corp | 8.2 | ||
| Thermo Fisher Scientific Inc | 7.9 | ||
| Cisco Systems Inc | 6.8 | ||
| Starbucks Corp | 5.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 46.3 |
| (b) Individuals (high net worth individuals) | 237 | 633.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 98.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 404 | 778.5 |
| By Discretionary | ||
| Discretionary | 401 | 769.7 |
| Non-Discretionary | 3 | 8.9 |
| Total | 404 | 778.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.3 | |
| United States Persons | 773.2 | |
| Total | 404 | 778.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001541399] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Old Port Advisors Inc
✚
|
ME | 0.8 |
|
Amerant Investments Inc
✚
|
FL | 0.8 |
|
Clarity Capital KCPS Ltd
✚
|
0.8 | |
|
Factor Wealth Management Ltd
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|
IL | 0.8 |
|
Sierra Summit Advisors LLC
✚
|
0.8 | |
|
Portfolio Medics LLC
✚
|
FL | 0.8 |
|
DSG Capital Advisors LLC
✚
|
MN | 0.8 |
|
Lipe & Dalton Inc
✚
|
NY | 0.8 |
|
Market Street Wealth Management Advisors LLC
✚
|
IN | 0.8 |
|
Global View Capital Management LLC
✚
|
WI | 0.8 |