Woodley Farra
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 107660
- Registered since
- October 18, 1995
- Website
- www.woodleyfarra.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.56%
- Individuals35.7%
- Charitable Organizations7.33%
- State / Municipal Government2.7%
- Pension & Profit Sharing Plans0.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Woodley Farra is an independent, privately owned registered investment adviser that has been SEC-registered since 1995. The firm provides portfolio management for individuals, small businesses and institutional clients, charging both percentage-of-AUM and fixed fees. Its client base spans individual and family relationships as well as institutional mandates. The adviser is not structured as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state adviser or pension consultant. Investment positioning skews toward publicly traded equities—exchange-traded equities are the firm’s primary vehicle—and the firm reports a stated preference for equity exposure. Woodley Farra has appeared on CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021, 2022 and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents10%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Kimberly Bright
Chief Compliance OfficerCRD 5818179
Contacts
3 of 11
Tracy Colson
Senior Client Services AssociateCRD 2323158
Jared Ruxer
Portfolio Manager, Research AnalystCRD 7153690
Ross Bennett
Financial ConsultantCRD 5389536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$69.5M in ETFs
100%
$69.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $32.8M | 326,049 | 47.26% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 8555 River Rd
- Time zone
- ET (UTC-5)
- Office locations
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