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 manages both individual and family clients as well as institutional accounts, offering portfolio management for individuals, small businesses, and institutional entities. Compensation is primarily fee-based, combining percentage-of-AUM billing with fixed-fee arrangements. The firm does not position itself as an ESG-focused manager and is not presented as a multi-state or pension consultant adviser. Woodley Farra received recognition from CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021, 2022, and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$75M in ETFs
100%
$75M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $32.2M | 320,075 | 42.95% |
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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