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 a privately owned investment adviser formed as an LLC and SEC-registered since 2003. The firm serves both individual/family clients and institutional accounts, charging fees based on a percentage of assets under management and focusing its advisory work on portfolio management for individuals and small businesses. Loudon does not describe itself as an ESG-focused manager, is not registered as a multi-state adviser, and is not classified as a capital allocator; it operates under an owner-type profile listed as individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1DOUGLAS 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 32Active vs passive
$51.6M in ETFs
100%
$51.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $8.3M | 62,432 | 16.07% |
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
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