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WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC, CRD 107660
INDIANAPOLIS, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL PIERSON MANION | n/a | INDIANAPOLIS, IN | 27 | 42 | 2 | no |
| DONALD FRANK WOODLEY | Chartered Financial Analyst | INDIANAPOLIS, IN | 27 | 42 | 1 | no |
| KYLE WILLIAM HARLEMERT | n/a | INDIANAPOLIS, IN | 20 | 21 | n/a | no |
| KIMBERLY ANN BRIGHT | n/a | INDIANAPOLIS, IN | 16 | 17 | n/a | no |
| ROSS M BENNETT | n/a | INDIANAPOLIS, IN | 16 | 18 | 2 | no |
| Emily Milligan Pyle | n/a | INDIANAPOLIS, IN | 8 | 10 | n/a | no |
| Jared James Ruxer | n/a | INDIANAPOLIS, IN | 7 | 12 | n/a | no |
| John Clifford Shelbourne | Chartered Financial Analyst | INDIANAPOLIS, IN | 3 | 12 | n/a | no |
| LEVI ISAIAH GATES | n/a | INDIANAPOLIS, IN | 1 | 10 | n/a | no |
| NATALIA DE UGARTE MUNOZ | n/a | INDIANAPOLIS, IN | 1 | 10 | n/a | no |
| TRACY ANN COLSON | n/a | INDIANAPOLIS, IN | 1 | 29 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BENNETT, ROSS, M | Principal | A | yes | 01/2020 | Mar 26, 2026 | Mar 26, 2026 |
| BRIGHT, KIMBERLY, ANN | CHIEF COMPLIANCE OFFICER, PRINCIPAL | A | yes | 05/2015 | Mar 26, 2026 | Mar 26, 2026 |
| FARRA, GEORGE, SELIM | Principal | C | yes | 10/1995 | Mar 26, 2026 | Mar 26, 2026 |
| HARLEMERT, KYLE, WILLIAM | Principal | B | yes | 11/2010 | Mar 26, 2026 | Mar 26, 2026 |
| MANION, MICHAEL, PIERSON | Principal | B | yes | 06/2004 | Mar 26, 2026 | Mar 26, 2026 |
| WOODLEY, DONALD, FRANK | Principal | C | yes | 10/1995 | Mar 26, 2026 | Mar 26, 2026 |
| Pyle, Emily, Milligan | Principal | Na | no | 09/2023 | Mar 26, 2026 | Mar 26, 2026 |
| Ruxer, Jared, James | Principal | Na | no | 09/2023 | Mar 26, 2026 | Mar 26, 2026 |
| Shelbourne, John, Clifford | Principal | A | no | 04/2022 | Mar 26, 2026 | Mar 26, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $2.3B | $2.3B | 14 | 9 | 0 | n/a | n/a |
| 2024 | Mar 26, 2025 | $2.1B | $2.1B | 14 | 9 | 0 | n/a | n/a |
| 2023 | Mar 29, 2024 | $1.8B | $1.8B | 13 | 8 | 0 | n/a | n/a |
| 2022 | Mar 27, 2023 | $1.5B | $1.5B | 11 | 7 | 0 | n/a | n/a |
| 2021 | Mar 25, 2022 | $1.6B | $1.6B | 11 | 7 | 0 | n/a | n/a |
| 2020 | Mar 22, 2021 | $1.3B | $1.3B | 11 | 7 | 0 | n/a | n/a |
| 2019 | Mar 31, 2020 | $1.2B | $1.2B | 11 | 7 | 0 | n/a | n/a |
| 2018 | Mar 22, 2019 | $948M | $939M | 9 | 5 | 1 | n/a | n/a |
| 2017 | Mar 23, 2018 | $1.0B | $1.0B | 10 | 6 | 1 | n/a | n/a |
| 2016 | Mar 31, 2017 | $868M | $860M | 10 | 6 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $716M | $708M | 8 | 5 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $653M | $645M | 9 | 5 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $607M | $599M | 8 | 5 | n/a | n/a | n/a |
| 2012 | Mar 22, 2013 | $463M | $456M | 8 | 5 | n/a | n/a | n/a |
| 2011 | Mar 21, 2012 | $409M | $402M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.3B | $2.1B | 7.9% | $1.5B | 15.7% | 14 | 14 | 0 | 0 |