Mcinroy & Wood Limited
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 1,002
- Avg AUM / client
- $2.4M
- Accounts
- 1,002
- Employees
- 75
AUM over time
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 951 | $1.3B | 55.4% |
| Pooled investment vehicles (non-investment companies) | 12 | $931M | 39.0% |
| Pension and profit sharing plans | 9 | $18.2M | 0.76% |
| Charitable organizations | 30 | $115M | 4.81% |
People (13)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wood, Victor, Norman Urquhart | Shareholder | Aug 1986 (40y) | 25% – 50% | |
| Mc Aulay, John, Campbell | Cfo | Feb 2002 (25y) | Less than 5% | |
| Bicocchi, Guido, Antonio | Director | Jul 2009 (17y) | Less than 5% | |
| Marshall, John, Eleutherios | Director | Dec 2009 (17y) | Less than 5% | |
| White, Charles, Toby Fitzherbert | Director | Aug 2012 (14y) | Less than 5% | |
| Wood, Tim, Andrew Urquhart | Ceo | Aug 2012 (14y) | 25% – 50% | |
| Ferguson, Wendy, Ann | Coo | Jan 2013 (14y) | Less than 5% | |
| Young, Joy, Ann | Cco | Jan 2018 (9y) | Less than 5% | |
| Swann, Hugo, Oliver Holland | Director | Jan 2019 (8y) | Less than 5% | |
| Lindsay, William, Russell | Director | Mar 2022 (4y) | Less than 5% | |
| Wild, Elizabeth, Avril | Director | Mar 2022 (4y) | Less than 5% | |
| Mac Kinnon, Cameron, Iain Donald | Director | May 2023 (3y) | Less than 5% | |
| Whitneyperdon, Gregory, Oliver | Director | Aug 2023 (3y) | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/01/2025 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Pershing $1.3B (54% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗