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 |
Principal Office
24 AIRPORT ROAD STE 307WEST 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
J*****@************M
(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
E*****@************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |