Woodley Farra Manion Portfolio Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Woodley Farra Manion Portfolio Management reports 1,652 clients. They include 955 high-net-worth individuals, 636 individual clients and 57 charitable organizations. Of its assets, 98.0% ($2.27B across 1,588 accounts) are managed with discretion; $46.1M across 3 accounts are not. A wrap fee program the firm both sponsors and manages holds $271M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 36% |
| High-net-worth individuals | 58% | 54% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 3% | 7% |
| State or municipal government entities | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 636 | $828M | 35.7% | $1.3M |
| High-net-worth individuals | 955 | $1.24B | 53.6% | $1.3M |
| Pension and profit-sharing plans | 3 | $16.6M | 0.7% | $5.53M |
| Charitable organizations | 57 | $170M | 7.3% | $2.98M |
| State or municipal government entities | Fewer than 5 | $62.6M | 2.7% | $62.6M |
| Total | 1,652 | $2.32B | 100% | — |
- Clients
- 636
- Regulatory AUM
- $828M
- AUM share
- 35.7%
- Avg. per client
- $1.3M
- Clients
- 955
- Regulatory AUM
- $1.24B
- AUM share
- 53.6%
- Avg. per client
- $1.3M
- Clients
- 3
- Regulatory AUM
- $16.6M
- AUM share
- 0.7%
- Avg. per client
- $5.53M
- Clients
- 57
- Regulatory AUM
- $170M
- AUM share
- 7.3%
- Avg. per client
- $2.98M
- Clients
- Fewer than 5
- Regulatory AUM
- $62.6M
- AUM share
- 2.7%
- Avg. per client
- $62.6M
Total
- Clients
- 1,652
- Regulatory AUM
- $2.32B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Woodley Farra Manion Portfolio Management charges 0.50%–1.25% a year for its Standard fee schedule. The fee is billed in advance, is negotiable and has a $1,000 annual minimum.
Fee details and sources
Donald Woodley owns 25% to 50% of Woodley Farra Manion Portfolio Management. The leadership team of Woodley Farra Manion Portfolio Management includes Chief Compliance Officer Kimberly Bright. It has 14 employees, 9 of them in advisory roles.
Leadership
- Kimberly BrightChief Compliance Officer, Principal
- Ross BennettPrincipal
- George FarraPrincipal
- Kyle HarlemertPrincipal
- Michael ManionPrincipal
- Emily PylePrincipal
- Jared RuxerPrincipal
- John ShelbournePrincipal
- Donald WoodleyPrincipal
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Ross M Bennett
- Kimberly Ann Bright
- Tracy Ann Colson
- Natalia De Ugarte Munoz
- Levi Isaiah Gates
- Kyle William Harlemert
- Michael Pierson Manion
- Emily Milligan Pyle
- Jared James Ruxer
- John Clifford Shelbourne
- Donald Frank Woodley
Staff
- 14 employees
- 9 in advisory functions
- 10 state-registered reps
- 3 soliciting firms
- Owns 25% to 50% of Woodley Farra Manion Portfolio Management Inc
Donald Woodley
Control person · since October 1995
- Owns 25% to 50% of Woodley Farra Manion Portfolio Management Inc
George Farra
Control person · since October 1995
- Owns 10% to 25% of Woodley Farra Manion Portfolio Management Inc
Michael Manion
Control person · since June 2004
- Owns 10% to 25% of Woodley Farra Manion Portfolio Management Inc
Kyle Harlemert
Control person · since November 2010
- Owns 5% to 10% of Woodley Farra Manion Portfolio Management Inc
Kimberly Bright
Control person · since May 2015
- Owns 5% to 10% of Woodley Farra Manion Portfolio Management Inc
Ross Bennett
Control person · since January 2020
- Owns 5% to 10% of Woodley Farra Manion Portfolio Management Inc
John Shelbourne
since April 2022
Woodley Farra Manion Portfolio Management’s regulatory assets grew 1.8× from $1.26B (March 2021) to $2.32B (September 2026); clients rose from 1,127 to 1,652 and employees from 11 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $2.32B | 1,652 | 14 | 1 |
| March 2025 | $2.15B | 1,529 | 14 | 1 |
| July 2024 | $1.8B | 1,375 | 13 | 1 |
| March 2023 | $1.5B | 1,270 | 11 | 1 |
| March 2022 | $1.57B | 1,191 | 11 | 1 |
| March 2021 | $1.26B | 1,127 | 11 | 1 |
Besides its headquarters, Woodley Farra Manion Portfolio Management has 0 offices, with 1 listed address in Indiana.
Indiana · 1 listed address
- 8555 N. River Road, Suite 400, IndianapolisHQ
Contact and registration details
- Legal name
- Woodley Farra Manion Portfolio Management Inc
- Headquarters
- 8555 N. River Road, Suite 400, Indianapolis, IN 46240
- Website
- woodleyfarra.com
- Phone
- 317-269-0224
- SEC file
- 801-50387
- Founded
- 1995
- Structure
- Indiana corporation
- Fiscal year end
- December
Woodley Farra Manion Portfolio Management uses Charles Schwab ($1.52B, 83%) and Fidelity ($300M, 17%) as custodians for its separately managed accounts. Woodley Farra Manion Portfolio Management has custody of $556M in client assets for 672 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.52B83%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $300M17%
At year end, Woodley Farra Manion Portfolio Management’s separately managed accounts were mostly in stocks (88%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.08B across 131 positions; the largest are ASML Hldg NV (5.6%), Broadcom Inc. (4.6%) and Alphabet Inc. (4.4%).
What the accounts hold
- Stocks88%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash10%
Reported 13F holdings
- $2.08B
- Reported 13F value
- 131
- Positions
- 39.4%
- In the 10 largest
- +1.0%
- Value vs. prior quarter
- ASML Hldg NV · N Y Registry Shs5.6%
- Broadcom Inc.4.6%
- Alphabet Inc. · Cap Stk CL A4.4%
- Carrier Global Corporation4.0%
- Dover Corp.3.7%
- Chubb Limited3.7%
- Microsoft Corp.3.5%
- Astrazeneca PLC3.4%
- Darden Restaurants Inc.3.3%
- Progressive Corp.3.3%
Together, the ten largest are 39.4% of reported value.
How many clients does Woodley Farra Manion Portfolio Management have?
Woodley Farra Manion Portfolio Management has 1,652 clients and manages $2.32 billion for them, as of September 2026. They include 955 high-net-worth individuals, 636 individual clients and 57 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Woodley Farra Manion Portfolio Management offer?
Woodley Farra Manion Portfolio Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Woodley Farra Manion Portfolio Management charge?
Woodley Farra Manion Portfolio Management charges 0.50%–1.25% a year for its Standard fee schedule. The fee is billed in advance, is negotiable and has a $1,000 annual minimum.
Source: WOODLEY FARRA MANION PORTFOLIO MANAGEMENT, INC, filed 25 September 2026
Which custodians does Woodley Farra Manion Portfolio Management use?
Woodley Farra Manion Portfolio Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.52B and Fidelity Brokerage Services LLC (Smithfield, RI), with $300M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 September 2026
How many financial advisors does Woodley Farra Manion Portfolio Management have?
Woodley Farra Manion Portfolio Management has 10 investment adviser representatives registered with state securities authorities, out of 14 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Woodley Farra Manion Portfolio Management invest in?
At the end of its last fiscal year, Woodley Farra Manion Portfolio Management’s separately managed accounts held 88% exchange-traded equities, 10% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Woodley Farra Manion Portfolio Management?
Woodley Farra Manion Portfolio Management’s direct owners are Donald Woodley, George Farra, Michael Manion, Kimberly Bright, Kyle Harlemert, Ross Bennett and John Shelbourne, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Woodley Farra Manion Portfolio Management get paid?
Woodley Farra Manion Portfolio Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Woodley Farra Manion Portfolio Management registered with the SEC?
Yes, Woodley Farra Manion Portfolio Management has been registered with the SEC as an investment adviser since 18 October 1995. Its CRD number is 107660 and its SEC file number is 801-50387.
Source: Form ADV Part 1A, Item 1, filed 25 September 2026; IAPD firm record
How do I contact Woodley Farra Manion Portfolio Management?
Woodley Farra Manion Portfolio Management’s main office is at 8555 N. River Road, Suite 400, Indianapolis, IN 46240. Its phone number is 317-269-0224. Its website is woodleyfarra.com.