# 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.

- CRD: 316199
- Filed as: MCINROY & WOOD LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Haddington, East Lothian, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316199
- AdvisorCensus page: https://advisorcensus.com/firm/mcinroy-and-wood-limited-haddington-east-lothian-316199

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Pershing Securities Ltd

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,385,102,940
- Discretionary: $2,385,102,940
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 951 | $1,321,293,679 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $930,914,084 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $18,197,093 |
| Charitable organizations | 30 | $114,698,084 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 75 total, 16 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Harrogate
- London

### Websites listed on Form ADV (Item 1.I)
- [mcinroy-wood.co.uk](https://mcinroy-wood.co.uk)
- LinkedIn @mcinroy-&-wood-ltd
- YouTube @UC5qngGKMhsbHH8Hv1LSbJ2g

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $2,663,648,000 | 55 | July 14, 2022 |
| October 2023 | $2,688,456,844 | 66 | July 27, 2023 |
| October 2024 | $2,788,168,348 | 72 | July 25, 2024 |
| October 2025 | $2,459,279,472 | 72 | July 22, 2025 |
| October 2026 | $2,385,102,940 | 75 | July 27, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McInroy & Wood Limited (CRD 316199): Form ADV filing data as of October 2026.