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McInroy & Wood Limited

● SEC registered since 2021CRD 316199SEC# 801-122816Haddington, East Lothian
Export (members)
Reg. AUM
$2.39B
Employees
75
Accounts
1,002
Location
Haddington, East Lothian

McInroy & Wood Limited assets under management

McInroy & Wood Limited is a registered investment adviser overseen by the SEC based in Haddington, East Lothian. The firm has been registered since 2021. It reports $2.4 billion in regulatory assets under management and employs 75 people.

McInroy & Wood Limited owners & executives

11 reported
NameTitleOwnershipSince
Cameron Iain Donald MacKinnon ControlDirectorUnder 5%2023
Charles Toby Fitzherbert White ControlDirectorUnder 5%2012
Elizabeth Avril Wild ControlDirectorUnder 5%2022
Fiona Gillian Struthers ControlChief Compliance Officer & Head Of LegalUnder 5%2025
Guido Antonio Bicocchi ControlDirectorUnder 5%2009
Hugo Oliver Holland Swann ControlDirectorUnder 5%2019
John Campbell McAulay ControlCfoUnder 5%2002
Tim Andrew Urquhart Wood ControlNon-Executive Director25-50%2025
Victor Norman Urquhart Wood ControlShareholder25-50%1986
Wendy Ann Ferguson ControlCeoUnder 5%2025
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Frequently asked questions

How much does McInroy & Wood Limited manage?

McInroy & Wood Limited reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does McInroy & Wood Limited have?

McInroy & Wood Limited reports 75 employees.

Where is McInroy & Wood Limited located?

McInroy & Wood Limited is based in Haddington, East Lothian and has been SEC-registered since 2021.

Does McInroy & Wood Limited disclose fund performance?

McInroy & Wood Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressEaster Alderston, Haddington, East Lothian EH41 3SF
Phone44 01620 825867
Office hours09:00-17:00
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$2.39B▼ 3%
Jul '25 — $2.46BAug '25 — $2.46BSep '25 — $2.46BOct '25 — $2.46BNov '25 — $2.46BDec '25 — $2.46BJan '26 — $2.46BFeb '26 — $2.46BMar '26 — $2.46BApr '26 — $2.46BMay '26 — $2.46BJun '26 — $2.46BJul '26 — $2.39B
Jul '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 20%
Larger than 80% of 16,306 advisers
EmployeesTop 9%
More than 91% of 16,824 advisers

Assets under management

$2.39Bregulatory AUM
Discretionary $2.39B