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LOUDON INVESTMENT MANAGEMENT, LLC
CRD 113641File 801-61745
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$231.8M
Below cohort median (national)
Discretionary AUM
$230.7M
Non-discretionary $1.2M
Clients
76
170 accounts
Employees
4
Below cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 3, 2003
- Principal office
- 24 AIRPORT ROAD STE 307, WEST LEBANON, NH, 03784
- Phone
- 603-298-7370
- Website
- HTTP://WWW.LOUDONINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $231.8M
- Discretionary AUM
- $230.7M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 166
- Non-discretionary accounts
- 4
- Total accounts
- 170
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $12.2M |
| High net worth individuals | 36 | $17.3M |
| Individuals (other than high net worth individuals) | 39 | $202.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.