# Woodley Farra

> 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.

- CRD: 107660
- Filed as: WOODLEY FARRA
- Legal name: Woodley Farra Manion Portfolio Management Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107660
- AdvisorCensus page: https://advisorcensus.com/firm/woodley-farra-indianapolis-in-107660

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,319,489,230
- Discretionary: $2,273,364,396
- Non-discretionary: $46,124,834

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 636 | $828,138,609 |
| High net worth individuals | 955 | $1,242,207,914 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $16,595,155 |
| Charitable organizations | 57 | $169,934,095 |
| State or municipal government entities (including government pension plans) | 1 | $62,613,457 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1995 (30 years)
- Employees: 14 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- woodleyfarra.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,262,863,110 | 11 | March 22, 2021 |
| October 2022 | $1,568,598,453 | 11 | March 25, 2022 |
| October 2023 | $1,496,770,479 | 11 | March 27, 2023 |
| October 2024 | $1,799,035,421 | 13 | July 11, 2024 |
| October 2025 | $2,149,976,812 | 14 | March 26, 2025 |
| October 2026 | $2,319,489,230 | 14 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in VT, WV, WY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodley Farra (CRD 107660): Form ADV filing data as of October 2026.