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Loudon Investment Management, LLC

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Client assets under management

$219,584,345

Clients

75

48% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

19

Very Low

Average account size

$2,927,791

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

Portfolio management

Expertise

Wealth management Passive / index investing

Fee options

Percentage

$0 - $500,000: 1.2% $500,000+: 1.0%

Other

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 location

Loudon Investment Management, LLC

24 Airport Road Ste 307

West Lebanon NH 03784, United States

Number of offices

1

Most active in

Florida · New Hampshire · New Jersey · Vermont

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

Douglas L

CFA®, Series 63, Series 65

West Lebanon, NH

Loudon Investment Management, LLC

Douglas Loudon is a CFA® charterholder with 11 years of industry experience. He is affiliated with Loudon Investment Management, LLC, where he has been working since 2001. Loudon Investment Management provides investment supervisory services and 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 ongoing portfolio monitoring.

Wealth management Passive / index investing
user avatar

John S

Series 63, Series 65

West Lebanon, NH

Loudon Investment Management, LLC

John Sands is a financial advisor at Loudon Investment Management, LLC with 16 years of experience. He holds Series 63 and Series 65 licenses and has been with Loudon Investment Management since 2010. 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 integrates fundamental, technical, quantitative, and qualitative analysis within an asset-allocation framework, managing accounts on both discretionary and non-discretionary bases.

Wealth management Passive / index investing
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