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 a privately owned corporate advisory firm that has been SEC-registered since 1995. It provides portfolio management services to individuals, small businesses, and institutional clients, charging a mix of AUM-based fees and fixed fees. The firm does not identify as an ESG investor, is not multi-state registered, and does not position itself as a capital allocator. Woodley Farra was named to 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 1KIMBERLY BRIGHT
Chief Compliance OfficerCRD 5818179
Contacts
3 of 11TRACY 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 22Active vs passive
$210M in ETFs
100%
$210M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $173M | 1,715,434 | 82.24% |
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
Similar firms
ELSER FINANCIAL PLANNING, INC.
RIAINDIANAPOLIS, IN
GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
RIAINDIANAPOLIS, IN
AXIA ADVISORY
RIAINDIANAPOLIS, IN
BEDEL FINANCIAL CONSULTING INC
RIAINDIANAPOLIS, IN
INVST, LLC
RIAINDIANAPOLIS, IN
THURSTON SPRINGER ADVISORS
RIAINDIANAPOLIS, IN