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 registered investment adviser that has been SEC-registered since 1995. The firm operates as a privately owned corporation with an owner classified as an individual. It serves both individual and family clients as well as institutional and business accounts, delivering portfolio management services for individuals, small businesses, and institutional clients. Compensation comes primarily through a percentage-of-AUM fee schedule and fixed fees. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser. Woodley Farra has been recognized repeatedly on CNBC’s Top 100 Financial Advisory Firms list (2020, 2021, 2022, and 2025), reflecting visibility among national advisory peers.
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
Kyle Harlemert
Portfolio ManagerCRD 5090890
Jared Ruxer
Portfolio Manager, Research AnalystCRD 7153690
Emily Pyle
Client Relationship ManagerCRD 6887530
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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