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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LOUDON INVESTMENT MANAGEMENT, LLC

CRD 113641

WEST LEBANON, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6cc08d43-6c3b-18aa-a88a-82b2f3747d41

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $232MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $231M
Private client RAUM: $220MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $58.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 170
Individual clients: 39
High net worth clients: 36
SEC number: 801-61745
CIK: 1597089
CRD: 113641
Filings on the tape: 17
First filed: Mar 30, 2012
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, NH
Website: loudoninv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DOUGLAS MACGILVRAY LOUDON	Chartered Financial Analyst	WEST LEBANON, NH	3	37	1	no
EMILY LOUDON SANDS	Chartered Financial Analyst	WEST LEBANON, NH	3	21	n/a	no
LYNN O'MEALIA	n/a	WEST LEBANON, NH	0	16	n/a	no
JOHN JOSEPH SANDS	n/a	WEST LEBANON, NH	0	25	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LOUDON, DOUGLAS, MACGILVRAY	CHIEF INVESTMENT OFFICER	D	yes	01/2003	Mar 30, 2012	Mar 29, 2024
SANDS, EMILY, LOUDON	President	C	yes	07/2005	Mar 30, 2012	Mar 29, 2024
SANDS, JOHN, JOSEPH	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	B	yes	04/2010	Mar 30, 2012	Mar 29, 2024
O'MEALIA, LYNN	DIRECTOR OF MARKETING	A	no	05/2014	Mar 30, 2015	Mar 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$232M	$231M	4	3	0	n/a	n/a
2024	Mar 26, 2025	$222M	$220M	4	3	0	n/a	n/a
2023	Mar 29, 2024	$200M	$200M	4	3	0	n/a	n/a
2022	Mar 29, 2023	$168M	$167M	4	3	0	n/a	n/a
2021	Mar 28, 2022	$190M	$189M	4	3	0	n/a	n/a
2020	Mar 29, 2021	$156M	$155M	4	3	0	n/a	n/a
2019	Mar 30, 2020	$156M	$155M	4	3	0	n/a	n/a
2018	Mar 25, 2019	$130M	$130M	4	3	0	n/a	n/a
2017	Mar 28, 2018	$159M	$158M	4	3	0	n/a	n/a
2016	Mar 28, 2017	$150M	$150M	4	3	n/a	n/a	n/a
2015	Mar 28, 2016	$149M	$149M	4	3	n/a	n/a	n/a
2014	Mar 30, 2015	$159M	$159M	4	3	n/a	n/a	n/a
2013	Mar 27, 2014	$171M	$171M	3	3	n/a	n/a	n/a
2012	Apr 1, 2013	$124M	$124M	3	3	n/a	n/a	n/a
2011	Mar 30, 2012	$114M	$114M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$232M	$222M	4.6%	$168M	11.3%	4	4	0	0

Relationships

Registered with (4)

← JOHN JOSEPH SANDSAdvisorregistration: current employment
Feb 19, 2026 to presentfactForm ADV
← LYNN O'MEALIAAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← DOUGLAS MACGILVRAY LOUDONAdvisorregistration: current employment
Apr 6, 2023 to presentfactForm ADV
← EMILY LOUDON SANDSAdvisorregistration: current employment
Apr 6, 2023 to presentfactForm ADV

Controls (3)

← LOUDON, DOUGLAS, MACGILVRAYOwnerCHIEF INVESTMENT OFFICER, ownership code D, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV
← SANDS, JOHN, JOSEPHOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV
← SANDS, EMILY, LOUDONOwnerPRESIDENT, ownership code C, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV

Owns (1)

← O'MEALIA, LYNNOwnerDIRECTOR OF MARKETING, ownership code A, individual
Mar 30, 2015 to Mar 29, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6cc08d43-6c3b-18aa-a88a-82b2f3747d41
First observed: Mar 30, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LOUDON INVESTMENT MANAGEMENT, LLC

CRD 113641

WEST LEBANON, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6cc08d43-6c3b-18aa-a88a-82b2f3747d41

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DOUGLAS MACGILVRAY LOUDON

Chartered Financial Analyst

WEST LEBANON, NH

EMILY LOUDON SANDS

Chartered Financial Analyst

WEST LEBANON, NH

n/a

LYNN O'MEALIA

n/a

WEST LEBANON, NH

n/a

JOHN JOSEPH SANDS

n/a

WEST LEBANON, NH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LOUDON, DOUGLAS, MACGILVRAY

CHIEF INVESTMENT OFFICER

yes

01/2003

Mar 30, 2012

Mar 29, 2024

SANDS, EMILY, LOUDON

President

yes

07/2005

Mar 30, 2012

Mar 29, 2024

SANDS, JOHN, JOSEPH

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

04/2010

Mar 30, 2012

Mar 29, 2024

O'MEALIA, LYNN

DIRECTOR OF MARKETING

05/2014

Mar 30, 2015

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$232M

$231M

n/a

2024

Mar 26, 2025

$222M

$220M

n/a

2023

Mar 29, 2024

$200M

n/a

2022

Mar 29, 2023

$168M

$167M

n/a

2021

Mar 28, 2022

$190M

$189M

n/a

2020

Mar 29, 2021

$156M

$155M

n/a

2019

Mar 30, 2020

$156M

$155M

n/a

2018

Mar 25, 2019

$130M

n/a

2017

Mar 28, 2018

$159M

$158M

n/a

2016

Mar 28, 2017

$150M

n/a

2015

Mar 28, 2016

$149M

n/a

2014

Mar 30, 2015

$159M

n/a

2013

Mar 27, 2014

$171M

n/a

2012

Apr 1, 2013

$124M

n/a

2011

Mar 30, 2012

$114M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$232M

$222M

4.6%

$168M

11.3%