Data / Investment advisers / New Hampshire / Loudon Investment Management, LLC
Loudon Investment Management, LLC, West Lebanon, NH: $232 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Loudon Investment Management, LLC is an SEC registered investment adviser with its main office in West Lebanon, New Hampshire and reports $232 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Loudon Investment Management, LLC (CRD number 113641): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 113641
- SEC file number
- 801-61745
- SEC status
- Approved, effective February 3, 2003
- Main office
- 24 Airport Road Ste 307, West Lebanon, NH 03784
- Phone
- (603) 298-7370
- Website
- loudoninv.com
- Regulatory AUM
- $231,818,283 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $230,650,836
- Non discretionary AUM
- $1,167,447
- Accounts
- 170
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 39 | $202.3 million |
| High net worth individuals | 36 | $17.3 million |
| Charitable organizations | 1 | $12.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $231.8 million | March 31, 2026 |
| December 1, 2025 | $221.6 million | March 26, 2025 |
Other advisers in New Hampshire
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Birch Financial Group | Keene | $264.7 million | Not listed | adviserinfo.sec.gov |
| Brendel Financial Advisors LLC | Hanover | $260.2 million | Not listed | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | $259.3 million | 1 | adviserinfo.sec.gov |
| Robbins Farley LLC | Bedford | $252.9 million | Not listed | adviserinfo.sec.gov |
| Blueline Advisors | Exeter | $247.2 million | Not listed | adviserinfo.sec.gov |
| Valpey Financial Services LLC | Concord | $226 million | Not listed | adviserinfo.sec.gov |
| Hager Investment Management Services, LLC | New London | $221.6 million | Not listed | adviserinfo.sec.gov |
| Ledgewood Wealth Advisors, LLC | Exeter | $216.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Hampshire
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Loudon Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.