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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1995
- Office Locations
- 1
Office Locations
About Woodley Farra
Woodley Farra Manion Portfolio Management is an Indianapolis-based RIA providing research-driven portfolio management and retirement-focused planning. The team applies deep fundamental analysis across thousands of stocks and stays disciplined through market cycles rather than chasing trends. Serves retail and institutional clients, with custody commonly at Schwab or Fidelity. Ranked #1 on CNBC’s Financial Advisor 100 list in 2022 and continues to be recognized.
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Owner & Executives
GEORGE SELIM FARRA
Partner, PRINCIPAL
- CRD
- #1562993
- Ownership
- 25% but less than 50%
DONALD FRANK WOODLEY
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #710531
- Ownership
- 25% but less than 50%
Showing 2 of 9 owners & executives
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TRACY ANN COLSON
Financial Advisor
- CRD
- #2323158
NATALIA DE UGARTE MUNOZ
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- CRD
- #7978885
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,273,364,396 | $1,431,590 |
| Non-Discretionary | $46,124,834 | $15,374,945 |
| Total | $2,319,489,230 | $1,457,881 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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