Loudon Investment Management, LLC
Firm details
- Headquarters
- West Lebanon, New Hampshire
- CRD number
- 113641
- Registered since
- February 3, 2003
- Website
- loudoninv.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. TRUST
- Fee structure
- Percentage of AUM
- Client types
- Individuals87.26%
- HNWI7.46%
- Charitable Organizations5.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Loudon Investment Management, LLC is an independent, SEC-registered registered investment adviser formed in 2003 and organized as an LLC with individual ownership. The firm provides fee-based portfolio management primarily for individuals, families and small businesses, and also serves some institutional clients. Its advisory model is AUM-based and focuses on equity-centered allocations; the firm is not positioned as an active ESG investor, is not a capital allocator, and does not report pension consulting or multi-state adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
1 of 1
Douglas Loudon
President and Chief Investment OfficerCRD 312969
Contacts
3 of 3Lynn O'mealia
Client Development OfficerCRD 6071826
John Sands
Director of OperationsCRD 4218233
Emily Sands
PartnerCRD 5030687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$64.9M in ETFs
100%
$64.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $12.7M | 66,455 | 19.50% |
Location
West Lebanon, NH
Grafton
Location
West Lebanon, NH
Headquartered in West Lebanon, NH, in the Northeast of the United States.
- Region
- Northeast
- County
- Grafton
- Address
- 24 Airport Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Round Table Investment Management, LLC
RIAWest Lebanon, NH
Valpey Financial Services LLC
RIAConcord, NH
Hager Investment Management Services, LLC
RIANew London, NH
Blueline Advisors
RIAExeter, NH
Ledgewood Wealth Advisors, LLC
RIAExeter, NH
Robbins Farley LLC
RIABedford, NH