Mcinroy & Wood Limited
Registered investment adviser · Haddington, East Lothian · CRD #316199
Form ADV data as of 2026-09-01Regulatory assets
$2.39 billion
Total accounts
1,002
Employees
75
Disclosure events
0
Firm details
- Website: https://www.mcinroy-wood.co.uk/
- Telephone: 44 01620 825867
- SEC file number: 801-122816
- Most recent Form ADV filing: 2026-07-27
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $2.39 billion |
| Non-discretionary regulatory assets under management | $0 |
| Total regulatory assets under management | $2.39 billion |
| Discretionary accounts | 1,002 |
| Non-discretionary accounts | 0 |
| Total accounts | 1,002 |
| Regulatory assets under management attributable to non-U.S. persons | $2.35 billion |
People
| Total employees (excluding clerical) | 75 |
| Employees performing investment advisory functions (including research) | 16 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 0 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Recommends securities in which it has another proprietary interest
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 951 | $1.32 billion |
| Pooled investment vehicles (other than investment companies and BDCs) | 12 | $930.9 million |
| Pension and profit sharing plans (not the participants or government plans) | 9 | $18.2 million |
| Charitable organizations | 30 | $114.7 million |