← Directory
MCINROY & WOOD LIMITED
CRD 316199File 801-122816
APPROVED
Retail clients
Filing as of Jul 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.39B
Top 25% of cohort (national)
Discretionary AUM
$2.39B
Clients
1,002
1,002 accounts
Employees
75
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 6, 2021
- Principal office
- EASTER ALDERSTON, HADDINGTON, EAST LOTHIAN, EH41 3SF
- Phone
- 44 01620 825867
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.39B
- Discretionary AUM
- $2.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,002
- Non-discretionary accounts
- 0
- Total accounts
- 1,002
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 30 | $114.7M |
| Pooled investment vehicles | 12 | $930.9M |
| Pension and profit sharing plans | 9 | $18.2M |
| Individuals (other than high net worth individuals) | 951 | $1.32B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.