← Directory
MCINROY & WOOD LIMITED
CRD 316199File 801-122816
APPROVED
Retail clients
Filing as of Jul 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 72 | 75 | increased by3 |
| Aug 1, 2026 | Clients | 1,110 | 1,002 | decreased by108 |
| Aug 1, 2026 | AUM | $2,459,279,472 | $2,385,102,940 | decreased by$74,176,532 |
| Aug 1, 2026 | Accounts | 1,120 | 1,002 | decreased by118 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1,075 | 1,110 | increased by35 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,788,168,348 | $2,459,279,472 | decreased by$328,888,876 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,075 | 1,120 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 55 | 72 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 992 | 1,075 | increased by83 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,663,648,000 | $2,788,168,348 | increased by$124,520,348 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 992 | 1,075 | increased by83 |
| Aug 1, 2022 | Employees | 53 | 55 | increased by2 |
| Aug 1, 2022 | Clients | 952 | 992 | increased by40 |
| Aug 1, 2022 | AUM | $2,915,391,000 | $2,663,648,000 | decreased by$251,743,000 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MCINROY WOOD” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCINROY WOOD” may also match similarly-named firms). Confirm identity against each filing.
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.