Fee-OnlyFinder

Loudon Investment Management, LLC

% of assets managed in West Lebanon, NH

SEC registeredNo commissions reported

Call (603) 298-7370Send a messageMap ↗

Public-record details

Address
24 Airport Road Ste 307, West Lebanon, NH 03784
Phone
(603) 298-7370
Listed under
% of assets managed
CRD number
113641
Registration
SEC registered since 2003-02-03
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$231.8 million
Accounts managed
170
Clients reported (Form ADV 5.D)
76
Individual / high-net-worth clients
39 / 36
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-31

SEC registered investment adviser, CRD 113641, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in West Lebanon

All 2 in West Lebanon →