LOUDON INVESTMENT MANAGEMENT, LLC

Adviser information for LOUDON INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New Hampshire, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 162 $199.5M
Non-Discretionary 4 $952,913
Total 166 $200.5M

Clients

Type Number RAUM
Individuals 36 $12.9M
HNW Individuals 38 $182.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $5.5M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles
Compensation % of AUM

Identifiers

SEC RIA File Number 801-61745
SEC ERA File Number 801-61745
SEC CIK Numbers 1597089
SEC CRD Numbers 113641
Legal Entity Identifier None

Principal Office

24 AIRPORT ROAD STE 307
WEST LEBANON
NH
United States
Monday - Friday, 9AM-4PM
Tel: 603-298-7370, Fax: 603-298-7375

Chief Compliance Officer

JOHN J SANDS
PRINCIPAL AND CHIEF COMPLIANCE OFFICER
24 AIRPORT ROAD STE 307
WEST LEBANON
NH
United States
Tel: 603-298-7370
Fax: 603-298-7375
(Full email address available in API data)

Regulatory Contact

EMILY L SANDS
PRESIDENT
24 AIRPORT ROAD STE 307
WEST LEBANON
NH
United States
Tel: 603-298-7370
Fax: 603-298-7375
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LOUDON, DOUGLAS, MACGILVRAY Individual CHIEF INVESTMENT OFFICER 01/2003 50-75%
SANDS, EMILY, LOUDON Individual PRESIDENT 07/2005 25-50%
SANDS, JOHN, JOSEPH Individual PRINCIPAL AND CHIEF COMPLIANCE OFFICER 04/2010 10-25%
O'MEALIA, LYNN Individual DIRECTOR OF MARKETING 05/2014 5-10%

No. Employees, Historic

10502020202120222023202420254 on 3/30/20204 on 6/25/20204 on 3/29/20214 on 3/28/20224 on 3/29/20234 on 4/4/20234 on 3/29/2024

RAUM, Historic

300M150M0202020212022202320242025156121493 on 3/30/2020156121493 on 6/25/2020155900979 on 3/29/2021190165703 on 3/28/2022168042555 on 3/29/2023168042555 on 4/4/2023200462116 on 3/29/2024

No. Clients, Historic

9045020202021202220232024202579 on 3/30/202079 on 6/25/202077 on 3/29/202181 on 3/28/202283 on 3/29/202383 on 4/4/202376 on 3/29/2024

Holdings

From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 626K 6K
ABBVIE INC COM 4M 23K
AFLAC INC COM 1M 16K
AIR PRODS & CHEMS INC COM 1M 4K
ALTRIA GROUP INC COM 583K 13K
AMERICAN TOWER CORP NEW COM 2M 12K
AMERIPRISE FINL INC COM 3M 6K
AMGEN INC COM 4M 14K
APPLE INC COM 4M 17K
ARCHER DANIELS MIDLAND CO COM 2M 35K
AUTOMATIC DATA PROCESSING IN COM 1M 5K
BANK NEW YORK MELLON CORP COM 615K 10K
BAXTER INTL INC COM 351K 10K
BLACKROCK INC COM 394K 500
CATERPILLAR INC COM 3M 8K
CISCO SYS INC COM 4M 76K
CLOROX CO DEL COM 782K 6K
COGNIZANT TECHNOLOGY SOLUTIO COM 291K 4K
COLGATE PALMOLIVE CO COM 290K 3K
COMCAST CORP NEW COM 4M 100K
CONOCOPHILLIPS COM 250K 2K
CROWDSTRIKE HLDGS INC COM 259K 675
CROWN CASTLE INC COM 1M 13K
CUMMINS INC COM 2M 7K
CVS HEALTH CORP COM 1M 25K
DEERE & CO COM 2M 4K
DIGITAL RLTY TR INC COM 3M 17K
ECOLAB INC COM 425K 2K
EMERSON ELEC CO COM 2M 20K
ENBRIDGE INC COM 653K 18K
ENTERPRISE PRODS PARTNERS L COM 6M 212K
ESSENTIAL UTILS INC COM 577K 15K
ESSEX PPTY TR INC COM 4M 16K
EXTRA SPACE STORAGE INC COM 589K 4K
EXXON MOBIL CORP COM 450K 4K
FASTENAL CO COM 5M 81K
FEDERAL RLTY INVT TR NEW COM 1M 12K
FEDEX CORP COM 316K 1K
GENERAL DYNAMICS CORP COM 968K 3K
GENPACT LIMITED COM 4M 129K
GLACIER BANCORP INC NEW COM 1M 31K
ILLINOIS TOOL WKS INC COM 4M 17K
INTEL CORP COM 689K 22K
INTERNATIONAL FLAVORS&FRAGRA COM 470K 5K
INVESCO QQQ TR COM 311K 650
ISHARES TR COM 450K 4K
ISHARES TR COM 407K 8K
ISHARES TR COM 671K 13K
JOHNSON & JOHNSON COM 870K 6K
JPMORGAN CHASE & CO COM 3M 16K
LINCOLN NATL CORP IND COM 4M 120K
LOCKHEED MARTIN CORP COM 1M 2K
LOWES COS INC COM 5M 22K
MEDTRONIC PLC COM 619K 8K
MERCK & CO INC COM 2M 13K
MICROSOFT CORP COM 12M 28K
NEXTERA ENERGY INC COM 234K 3K
NVIDIA CORPORATION COM 230K 2K
PAYCHEX INC COM 279K 2K
PENTAIR PLC COM 2M 20K
PEPSICO INC COM 1M 8K
PFIZER INC COM 355K 13K
PHILIP MORRIS INTL INC COM 312K 3K
PHILLIPS 66 COM 216K 2K
POLARIS INC COM 2M 26K
PPG INDS INC COM 261K 2K
PRICE T ROWE GROUP INC COM 204K 2K
PROCTER AND GAMBLE CO COM 394K 2K
PROSHARES TR COM 351K 4K
PUBLIC STORAGE COM 690K 2K
QUALCOMM INC COM 8M 41K
REALTY INCOME CORP COM 748K 14K
SCHWAB STRATEGIC TR COM 595K 8K
SELECT SECTOR SPDR TR COM 7M 32K
SELECT SECTOR SPDR TR COM 671K 8K
SELECT SECTOR SPDR TR COM 318K 8K
SMITH A O CORP COM 278K 3K
SPDR S&P 500 ETF TR COM 5M 9K
SPDR SER TR COM 320K 3K
SPDR SER TR COM 380K 3K
STANLEY BLACK & DECKER INC COM 4M 47K
SYSCO CORP COM 531K 7K
TAIWAN SEMICONDUCTOR MFG LTD COM 3M 15K
TARGET CORP COM 4M 28K
TELUS CORPORATION COM 683K 45K
THE TRADE DESK INC COM 557K 6K
TRUIST FINL CORP COM 5M 126K
UNITED PARCEL SERVICE INC COM 2M 13K
US BANCORP DEL COM 2M 60K
VALERO ENERGY CORP COM 661K 4K
VANGUARD BD INDEX FDS COM 698K 9K
VANGUARD BD INDEX FDS COM 200K 3K
VANGUARD INDEX FDS COM 881K 3K
VANGUARD INDEX FDS COM 611K 7K
VANGUARD SCOTTSDALE FDS COM 757K 10K
VERIZON COMMUNICATIONS INC COM 2M 49K
VERTEX PHARMACEUTICALS INC COM 227K 485
WHIRLPOOL CORP COM 443K 4K