RAMSAY STATTMAN VELA &amp; PRICE INC

CRD

105156

SEC file #

801-11769

EIN

800701468

DBA names

—

Economics

AUM

$778.5M

AUM band

$500M-$1B

AUM trajectory

'20 · $406.7M

'21 · $492.5M

'22 · $546.7M

'23 · $631.1M

'25 · $764.6M

'26 · $778.5M

'20'26

$406.7M → $778.5M▲ +91%

sec adv history

Client mix

Individuals High Net Worth	237
Individuals Other	153
Charitable Organizations	14

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 4 advisors

'21 · 4 advisors

'22 · 4 advisors

'23 · 4 advisors

'25 · 5 advisors

'26 · 5 advisors

'20'26

4 advisors → 5 advisors▲ +25%

sec adv history

Primary office

COLORADO SPRINGS CO

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

01/27/2026

ADV-W filed at

—

Website

rsvp-invest.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PRICE, PHILIP, STEPHEN

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

PRICE, PHILIP, STEPHEN

STATTMAN, FREDERICK, BETTS

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

RSVP-INVEST.COM

Rdap Domain Creation Date

1999-06-08T21:07:29Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001541399

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2012-02-08

Edgar Last Filing Date

2026-04-30

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-30

Accession0001541399-26-000006

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

2 N. CASCADE AVE., SUITE 810COLORADO SPRINGS, CO 80903

Business

2 N. CASCADE AVE., SUITE 810COLORADO SPRINGS, CO 80903

Edgar EIN

800701468

Edgar Recent Filings

13F-HR2026-04-30 · 0001541399-26-000006

13F-HR2026-01-23 · 0001541399-26-000004

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-06-08T21:08:05Z

Rdap Domain Last Changed

2025-06-09T14:03:17Z

Rdap Nameservers

Ns57.domaincontrol.comNs58.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

1182135

Trust Company Affiliate