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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Woodley Farra Manion Portfolio Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Woodley Farra Manion Portfolio Management charge?","answer":"Woodley Farra Manion Portfolio Management charges 0.50%–1.25% a year for its Standard fee schedule. 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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Woodley Farra Manion Portfolio Management have?","answer":"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. 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