Loudon Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$219,584,345
Clients
75
Advisors
4
of 4 employees
About
Loudon Investment Management serves individual investors (both non‑high‑net‑worth and high‑net‑worth), charitable organizations, and other clients, managing roughly $231.8 million across about 75 client relationships with a four‑person advisory team. The firm provides Investment Supervisory Services, including individual portfolio management and ETF portfolio management on both discretionary and non‑discretionary bases.
The firm develops client investment policies through personal discussions about objectives, time horizons and risk tolerance, and implements portfolios using a mix of fundamental, technical, quantitative and qualitative analysis alongside asset‑allocation and long‑term purchase strategies. Accounts are monitored on an ongoing basis, reviewed at least quarterly, and clients receive performance and holdings reports at least semi‑annually.
Distinctive features include the absence of standalone financial planning services, which many peers typically offer, and a policy not to vote client proxies, leaving proxy matters to clients and their custodians. Loudon’s relatively small client roster combined with its sizable assets under management — averaging roughly $3 million per client — suggests a focus on tailored portfolio management and negotiated account arrangements rather than broad planning offerings.
Client services
Expertise
Fee options
$0 - $500,000: 1.2% $500,000+: 1.0%
Account minimum: $500,000 Minimum fee: $6,000 per year (may be negotiable) Fee-only: Fees are charged as a percentage of assets under management per the above tiers, with a minimum fee; no commissions or other fee types indicated.
Main office
24 Airport Road Ste 307
West Lebanon NH 03784
Advisors at this office
4
Most active in
Florida · New Hampshire · New Jersey · Vermont
Also doing business as
Douglas M. Loudon · Douglas M. Loudon Investment Counsel · Loudon Investment Management · Loudon Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Emily S
CFA®
West Lebanon, NH
Loudon Investment Management, LLC
Emily Sands is a CFA® charterholder with two years of industry experience, currently serving at Loudon Investment Management, LLC. She has been with Loudon since 2005. Loudon Investment Management provides continuous investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework and focuses on long-term purchases.
Lynn O
Series 65
West Lebanon, NH
Loudon Investment Management, LLC
Lynn O’Mealia is a financial advisor at Loudon Investment Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Loudon Investment Management since 2010. Loudon Investment Management provides investment supervisory services and individual portfolio management primarily for individual and high-net-worth clients, as well as pooled investment vehicles and charitable organizations. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, focusing on long-term purchases and regular portfolio reviews.
Douglas L
CFA®, Series 63, Series 65
West Lebanon, NH
Loudon Investment Management, LLC
Douglas Loudon is a CFA® charterholder with 12 years of industry experience and has been with Loudon Investment Management, LLC since 2001. He previously worked at PEG Capital Management Inc for nine years. Loudon Investment Management serves individual investors, charitable organizations, and other clients, managing approximately $231.8 million across about 75 client relationships. The firm emphasizes tailored portfolio management using a combination of fundamental, technical, quantitative, and qualitative analysis, focusing on investment supervisory services rather than standalone financial planning.
John S
Series 63, Series 65
West Lebanon, NH
Loudon Investment Management, LLC
John Sands is an advisor at Loudon Investment Management, LLC, holding Series 63 and Series 65 licenses. He has been with the firm since 2010. Loudon Investment Management serves individual investors, charitable organizations, and other clients, managing approximately $231.8 million across about 75 client relationships. The firm focuses on Investment Supervisory Services, using a combination of fundamental, technical, quantitative, and qualitative analysis to implement personalized portfolio strategies.
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