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WOODLEY FARRA

Legal name: WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC

CRD 107660File 801-50387
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.32B
Top 25% of cohort (national)
Discretionary AUM
$2.27B
Non-discretionary $46.1M
Clients
1,652
1,591 accounts
Employees
14
Top 25% of cohort in IN

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Oct 18, 1995
Principal office
8555 N. RIVER ROAD, SUITE 400, INDIANAPOLIS, IN, 46240
Phone
317-269-0224

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.32B
Discretionary AUM
$2.27B
Non-discretionary AUM
$46.1M
Discretionary accounts
1,588
Non-discretionary accounts
3
Total accounts
1,591
AUM per client
$1.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizations57$169.9M
High net worth individuals955$1.24B
Pension and profit sharing plans3$16.6M
State or municipal government entitiesFewer than 5$62.6M
Individuals (other than high net worth individuals)636$828.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.