WEST LEBANON, NHCRD 113641Latest ADV March 31, 2026
Loudon Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Lebanon, NH. Its latest Form ADV filing, dated March 31, 2026, reports $232M in regulatory assets under management, 4 employees, and 170 accounts.
Assets Under Management
$232M
Employees
4
Offices
--
Total Clients
76
Primary office
WEST LEBANON, NH
24 AIRPORT ROAD STE 307, WEST LEBANON, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.3% of total clients.
Top client categories% of clientsClients
1
Individuals
51.3%
39
2
HNWI
47.4%
36
3
Charitable
1.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of March 31, 2026
Discretionary99.5%
$231M
99% of total RAUM99.5%
Non-discretionary0.5%
$1M
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$232M
Total Accounts170
10Y AUM Change+$82M (+55.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee19:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.