CRD: 105156
Ramsay Stattman Vela & Price INC
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- Custodian
- Charles Schwab & Company · JP Morgan · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-25-1976
- Office Locations
- 1
Office Locations
About Ramsay Stattman Vela & Price INC
Ramsay, Stattman, Vela & Price is an independent RIA providing highly customized portfolio management and financial advisory services for individuals and institutions. Founded in 1971, the firm is led by veteran portfolio managers (four CFA charterholders) with 25+ years’ experience and a long-term, growth-oriented philosophy. Portfolios are built from in-house research and are primarily implemented with ETFs alongside core fixed income, with custody available at firms such as Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
PHILIP STEPHEN PRICE
Portfolio Manager, Secretary, VICE PRESIDENT
- CRD
- #1182135
- Ownership
- 25% but less than 50%
FREDERICK BETTS STATTMAN
Chief Compliance Officer, Portfolio Manager, TREASURER, VICE PRESIDENT
- CRD
- #1318053
- Ownership
- 25% but less than 50%
Foundation quantum
Pioneer zenith
- CRD
- #71716
- Ownership
- 7.7%
Showing 2 of 4 owners & executives
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MARK Brian MICHALEK
Partner
- CRD
- #4730079
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $769,658,610 | $1,919,348 |
| Non-Discretionary | $8,858,901 | $2,952,967 |
| Total | $778,517,511 | $1,927,024 |
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Separately Managed Accounts
Total SMA Asset: $778,517,511
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,325,879,147 | 17.9% |
| U.S. Government/Agency | $681,457,439 | 9.2% |
| Corporate - Investment Grade | $1,585,129,259 | 21.4% |
| Cash | $577,757,394 | 7.8% |
| Municipal Bonds | $1,511,057,798 | 20.4% |
| Public Funds | $1,725,865,034 | 23.3% |
| Total | $7,407,146,071 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ELEMENT | DELTA BEACON | AVFSZZ1BM | IGNMB | 9.98% | $105,890,461 |
| FRONTIER ATLAS | NORTH FUSION | 9F0B67UP4 | QOBC | 6.21% | $51,498,643 |
| PATHWAY MATRIX | BEACON TIMBER | 3IV9STQ2C | TBX | 11.83% | $30,332,618 |
| EAGLE CATALYST ELEMENT | PRIME ELEMENT | F4TCWJJPD | TYSI | 12.21% | $80,261,049 |
| MATRIX PIONEER MOMENTUM | DELTA INSIGHT | 1OHJXFECK | WGX | 11.29% | $4,528,682 |
| FUSION BEACON MERIDIAN | FOUNDATION PIONEER | 6R1VHF9TH | KVMY | 7.27% | $115,994,546 |
| PATHWAY SUMMIT | RIDGE PATHWAY | KCXGMENCS | BRE | 6.32% | $67,213,837 |
| ELEMENT GLACIER ATLAS | CATALYST MERIDIAN | 1JEFQMAEM | BUCS | 1.39% | $20,191,413 |