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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
- Website
- HTTP://WWW.WOODLEYFARRA.COM
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 type | Clients | AUM |
|---|---|---|
| Charitable organizations | 57 | $169.9M |
| High net worth individuals | 955 | $1.24B |
| Pension and profit sharing plans | 3 | $16.6M |
| State or municipal government entities | Fewer than 5 | $62.6M |
| Individuals (other than high net worth individuals) | 636 | $828.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

