Loudon Investment Management, LLC (West Lebanon)

Name: Loudon Investment Management, LLC
Address: 24 Airport Road Ste 307, West Lebanon, NH, 03784
Telephone: 603-298-7370

Loudon Investment Management, LLC is a large advisory firm based in West Lebanon. It manages $130.14 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida, New Hampshire, New Jersey, and New York.

Loudon Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Loudon Investment Management: assets under management

The assets under management (AUM) of Loudon Investment Management, LLC is $130.14 million. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $129.6 million in discretionary accounts and $539.19 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $887.7 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $539.19 thousand.

Investments

The firm invests in exchange traded securities the most. They account for 83% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 13% of the firm’s portfolio. Investments in investment grade corporate bonds form 2% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Loudon Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Douglas Macgilvray Loudon serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of Douglas Macgilvray Loudon is high net worth individuals with 54 clients and $96.79 million of assets under management. Among the 8 most similar advisory firms, Loudon Investment Management has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $130.14 million for 76 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Loudon Investment Management doesn't advise any private funds.

Careers at Loudon Investment Management, LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Douglas Macgilvray Loudon has been acting as President since 1 Jan 2003. Lynn O'mealia joined the executive team most recently as the Director Of Marketing.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Macgilvray Loudon	President	1 Jan 2003	50% - 75%	312969
Emily Sands	Principal	1 Jul 2005	25% - 50%	5030687
John Joseph Sands	Principal and chief compliance officer	1 Apr 2010	Other	4218233
Lynn O'mealia	Director of marketing	1 May 2014	Other	6071826

Based in West Lebanon

The principal office where Loudon Investment Management, LLC performs its advisory services is located at 24 Airport Road Ste 307, West Lebanon, NH 03784, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-298-7370 or by fax 603-298-7375. The normal business hours are 9am-4pm on Monday - Friday. You can find more information about the New York firm at loudoninv.com.