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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak peak
- Established Date
- 02-03-2003
- Office Locations
- 1
Office Locations
About Loudon Investment Management, LLC
Loudon Investment Management is an independent RIA in West Lebanon, NH providing discretionary portfolio management and wealth planning for individuals and families, including estate, charitable, insurance and business succession planning. The firm emphasizes asset allocation, risk management and portfolio construction, with heavy use of ETFs and public funds; custodians include Schwab and Bank of America.
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Owner & Executives
DOUGLAS MACGILVRAY LOUDON
Chief Investment Officer, Managing Director
- CRD
- #312969
- Ownership
- 50% but less than 75%
EMILY LOUDON SANDS
President, Principal
- CRD
- #5030687
- Ownership
- 25% but less than 50%
Crest timber
Vertex crest
- CRD
- #93210
- Ownership
- 47.6%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,650,836 | $1,389,463 |
| Non-Discretionary | $1,167,447 | $291,862 |
| Total | $231,818,283 | $1,363,637 |
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Separately Managed Accounts
Total SMA Asset: $231,818,283
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $644,178,547 | 19.9% |
| Public Funds | $1,084,421,173 | 33.5% |
| Cash | $453,190,938 | 14.0% |
| Other | $1,055,287,470 | 32.6% |
| Total | $3,237,078,128 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT VECTOR OPTIMA | SUMMIT BRIDGE | D8HK23NDF | MUAQM | 8.64% | $90,954,462 |
| OAK RIDGE SIGNAL | EMBER MOMENTUM | 9XBL1UFU9 | MZXQ | 11.68% | $17,312,964 |
| EMBER OPTIMA EAGLE | EMBER PEAK | 1QZ53KPWE | GGBN | 2.29% | $87,965,536 |
| WAVE MOMENTUM | QUANTUM HORIZON | XF07Q7T3Y | NVAGE | 11.88% | $32,424,459 |
| MATRIX RIDGE CAPITAL | MATRIX INSIGHT | ZMJ6DKJVZ | YMEL | 12.12% | $49,314,160 |
| BRIDGE MERIDIAN | GLACIER PATHWAY | RRQ4AWDVW | ICD | 4.48% | $62,074,095 |
| CAPITAL VERTEX | FOCUS SIGNAL | YAW72869R | SJEE | 6.59% | $46,529,050 |
| DELTA BRIDGE | VALUE PIONEER | BA7G4SVT7 | SGUPM | 4.30% | $95,509,220 |