Woodley Farra Manion Portfolio Management Inc
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 1,652
- Avg AUM / client
- $1.4M
- Accounts
- 1,591
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 636 | $828M | 35.7% |
| High net worth individuals | 955 | $1.2B | 53.6% |
| Pension and profit sharing plans | 3 | $16.6M | 0.72% |
| Charitable organizations | 57 | $170M | 7.33% |
| State or municipal government entities | 1 | $62.6M | 2.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Barnes & Thornburg Llp Profit Sharing Plan Barnes & Thornburg Llp | 2024 | |
| Ice Miller Retirement Plan Ice Miller Llp | 2024 | |
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 | |
| Taft Stettinius & Hollister Llp Thrift Savings & Retirement Plan Taft Stettinius & Hollister Llp | 2024 | |
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 | |
| Krieg Devault Profit Sharing Plan Krieg Devault Llp | 2024 | |
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Frank Woodley | Principal | CFA | Oct 1995 (31y) | 25% – 50% |
| Farra, George, Selim | Principal | Oct 1995 (31y) | 25% – 50% | |
| Michael Pierson Manion | Principal | Apr 1999 (27y) | 10% – 25% | |
| Kyle William Harlemert | Principal | Feb 2006 (20y) | 10% – 25% | |
| Kimberly Ann Bright | Chief Compliance Officer, Principal | Jul 2010 (16y) | 5% – 10% | |
| Ross M Bennett | Principal | Jul 2010 (16y) | Less than 5% | |
| Emily Milligan Pyle | Principal | Dec 2017 (9y) | Less than 5% | |
| Jared James Ruxer | Principal | Aug 2019 (7y) | Less than 5% | |
| John Clifford Shelbourne | Principal | CFA | Apr 2022 (4y) | Less than 5% |
| Levi Isaiah Gates | Registered representative | Nov 2024 (2y) | ||
| Natalia De Ugarte Munoz | Registered representative | Nov 2024 (2y) | ||
| Tracy Ann Colson | Registered representative | Feb 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Barnes & Thornburg Llp Profit Sharing Plan | Barnes & Thornburg Llp | 1,515 | $754M | 01/01/2024 |
| Ice Miller Retirement Plan | Ice Miller Llp | 630 | $371M | 01/01/2024 |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| Taft Stettinius & Hollister Llp Thrift Savings & Retirement Plan | Taft Stettinius & Hollister Llp | 1,468 | $849M | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
| Krieg Devault Profit Sharing Plan | Krieg Devault Llp | 166 | $105M | 01/01/2024 |
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.5B (65% of AUM) Mar 2026
- Fidelity Brokerage Services $300M (13% of AUM) Mar 2026
- Stifel, Nicolaus & Company, Incorporated $110M (7% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗