DBA: WOODLEY FARRA
| Total AUM | $2.32B |
| Discretionary | $2.27B98% of AUM |
| Non-Discretionary | $46.1M |
| Client Accounts | 1,591 |
| Avg Account Size | $1.5M |
| Employees | 14 |
| Peak AUM | $2.32BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +7.9% | +15.7% | +12.9% | |
| Discretionary AUM | |||||
| Total AUM | $2.32B |
| Discretionary | $2.27B |
| Employees | 14 |
| Client Accounts | 1591 |
| Client Range | 0 |
Address
8555 N. RIVER ROAD
INDIANAPOLIS IN 46240
Phone
317-269-0224
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.3B
98.0% of AUM
Non-Discretionary
$46M
2.0% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Custody
No related registrations reported
| +11.8% /yrover 25 yrs · 48 filings |
Total AUM
$2.3B
| $2.3B |
| +7.5% |
| +15.3% |
| +12.7% |
| Non-Disc. AUM | $46M | +29.1% | +44.8% | +33.3% |
| Total Accounts | 2k | +4.1% | +7.8% | +7.1% |
| Avg Account Size | $1M | +3.7% | +7.3% | +5.4% |
| Employees | 14 | 0.0% | +8.4% | +4.9% |
| AUM / Employee | $166M | +7.9% | +6.8% | +7.6% |
Client AUM Segments | |||||
| Wealth AUM | $2.1B | +9.1% | +16.2% | +14.2% | |
| Institutional AUM | $249M | 1.2% | +12.0% | +5.0% | |
Client Count Segments | |||||
| HNW Clients | 636 | +8.2% | +7.8% | +18.8% | |
| Institutional | 61 | +3.4% | +5.5% | +4.5% | |
| Individuals | 955 | +8.3% | +10.4% | +3.4% | |