AdvisorCensus / Financial advisors / Indiana / Indianapolis / Woodley Farra
Woodley Farra
Filed as WOODLEY FARRA · Legal name Woodley Farra Manion Portfolio Management Inc
Woodley Farra is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 1995, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.
Quick answers
From the filingHow is Woodley Farra compensated?
On its Form ADV (Item 5.E, October 2026), Woodley Farra reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Woodley Farra located?
Woodley Farra's principal office is in Indianapolis, IN, according to its Form ADV.
Is Woodley Farra registered with the SEC or a state?
Woodley Farra is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 107660.
How much does Woodley Farra manage?
Woodley Farra reports $2,319,489,230 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (98% discretionary).
How have Woodley Farra's assets and staff changed since 2021?
In the Form ADV data for Woodley Farra: Regulatory assets under management: $1,262,863,110 in the October 2021 data and $2,319,489,230 in the October 2026 data, up 84%. Total employees: 11 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Woodley Farra serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (955); individuals (other than high net worth individuals) (636); charitable organizations (57).
Which custodians does Woodley Farra use?
Woodley Farra's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Woodley Farra report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107660
Does Woodley Farra state an account minimum?
Its Form ADV Part 2A brochure dated March 26, 2026 says: "Woodley Farra generally suggests a minimum initial account size of $250,000, though this minimum may be waived or adjusted in WFM’s discretion."
What changed in Woodley Farra's recent Form ADV filings?
In the April 2026 filing data: Registered or notice-filed in VT, WV, WY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Woodley Farra generally suggests a minimum initial account size of $250,000, though this minimum may be waived or adjusted in WFM’s discretion.
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$2,319,489,230 as of October 2026, filing dated September 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Woodley Farra Manion Portfolio Management Inc
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1995 (30 years)
- Employees
- Total: 14. Performing investment advisory functions: 9.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
46 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,319,489,230 | 14 | September 25, 2026 |
| October 2025 | $2,149,976,812 | 14 | March 26, 2025 |
| October 2024 | $1,799,035,421 | 13 | July 11, 2024 |
| October 2023 | $1,496,770,479 | 11 | March 27, 2023 |
| October 2022 | $1,568,598,453 | 11 | March 25, 2022 |
| October 2021 | $1,262,863,110 | 11 | March 22, 2021 |
Regulatory assets under management: $1,262,863,110 in the October 2021 data and $2,319,489,230 in the October 2026 data, up 84%.
Total employees: 11 in October 2021 and 14 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Registered or notice-filed in VT, WV, WY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Woodley Farra (CRD 107660): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/woodley-farra-indianapolis-in-107660