Ramsay Stattman Vela & Price Inc
- Regulatory AUM
- $779M
- Discretionary
- $770M
- Clients
- 404
- Avg AUM / client
- $1.9M
- Accounts
- 404
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jan 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 153 | $46.3M | 5.94% |
| High net worth individuals | 237 | $634M | 81.4% |
| Charitable organizations | 14 | $98.5M | 12.6% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Philip Stephen Price | Vice President/Secretary | CFA | Nov 1998 (28y) | 25% – 50% |
| Steven Rene Vela | President | CFA | Feb 2000 (27y) | 25% – 50% |
| John Walter Herdje | Managing Director | CFA | Sep 2009 (17y) | Less than 5% |
| Frederick Betts Stattman | Vice President, Treasurer, Chief Compliance Officer | CFA | Mar 2016 (10y) | 25% – 50% |
| Mark Brian Michalek | Registered representative | CFA | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/27/2026 | 943 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $585M (75% of AUM) Jan 2026
- UBS $97.7M (13% of AUM) Jan 2026
- Anb Financial Services $92.1M (12% of AUM) Jan 2026
- Anb Bank $77.6M (16% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 27, 2026.
View current Form ADV (SEC/IAPD) ↗