AdvisorCensus / Financial advisors / McInroy & Wood Limited
McInroy & Wood Limited is an SEC-registered investment advisory firm in Haddington, East Lothian, United Kingdom, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.
Quick answers
From the filingHow is McInroy & Wood Limited compensated?
On its Form ADV (Item 5.E, October 2026), McInroy & Wood Limited reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is McInroy & Wood Limited located?
McInroy & Wood Limited's principal office is in Haddington, East Lothian, United Kingdom, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is McInroy & Wood Limited registered with the SEC or a state?
McInroy & Wood Limited is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316199.
How much does McInroy & Wood Limited manage?
McInroy & Wood Limited reports $2,385,102,940 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).
How have McInroy & Wood Limited's assets and staff changed since 2022?
In the Form ADV data for McInroy & Wood Limited: Regulatory assets under management: $2,663,648,000 in the October 2022 data and $2,385,102,940 in the October 2026 data, down 10%. Total employees: 55 in October 2022 and 75 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does McInroy & Wood Limited serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (951); charitable organizations (30); pooled investment vehicles (other than investment companies and business development companies) (12).
Which custodians does McInroy & Wood Limited use?
McInroy & Wood Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Securities Ltd as a custodian holding 10% or more of its separately managed account assets.
Does McInroy & Wood Limited report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316199
What changed in McInroy & Wood Limited's recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 22 to 16. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated July 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$2,385,102,940 as of October 2026, filing dated July 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (4 years)
- Employees
- Total: 75. Performing investment advisory functions: 16.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the August 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $2,385,102,940 | 75 | July 27, 2026 |
| October 2025 | $2,459,279,472 | 72 | July 22, 2025 |
| October 2024 | $2,788,168,348 | 72 | July 25, 2024 |
| October 2023 | $2,688,456,844 | 66 | July 27, 2023 |
| October 2022 | $2,663,648,000 | 55 | July 14, 2022 |
Regulatory assets under management: $2,663,648,000 in the October 2022 data and $2,385,102,940 in the October 2026 data, down 10%.
Total employees: 55 in October 2022 and 75 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Employees performing advisory functions went from 22 to 16.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. McInroy & Wood Limited (CRD 316199): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mcinroy-and-wood-limited-haddington-east-lothian-316199