Douglas M. Loudon

LOUDON INVESTMENT MANAGEMENT

West Lebanon, NH 03784

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CRD#: 312969

Professional summary

Douglas Macgilvray Loudon is a registered financial advisor currently at LOUDON INVESTMENT MANAGEMENT, LLC located in West Lebanon, New Hampshire.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Douglas has worked at 3 firms and has passed the Series 65, Series 63, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Macgilvray Loudon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 6, 2023 - Present

LOUDON INVESTMENT MANAGEMENT, LLC

Office #1: 24 Airport Road Ste 307, West Lebanon, NH 03784

RIA

CRD#: 113641

West Lebanon, NH

Past

August 14, 1998 - February 2, 2007

PEG CAPITAL MANAGEMENT INC

RIA

CRD#: 105535

CANAAN, NH

Past

January 23, 1973 - August 6, 1996

DEAM INVESTOR SERVICES, INC.

CRD#: 754

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LOUDON INVESTMENT MANAGEMENT, LLC

DOUGLAS M. LOUDON | LOUDON INVESTMENT MANAGEMENT, LLC | LOUDON INVESTMENT MANAGEMENT | DOUGLAS M. LOUDON-INVESTMENT COUNSEL

CRD#: 113641 / SEC#: 801-61745

RIA

Registered Investment Advisory firm - (2/3/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/18/2023)

IAR

New Hampshire
(4/6/2023)

IAR

New Jersey
(4/14/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/9/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/26/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 1/18/1973

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/8/1993

General Securities Principal Examination

Current Firm

LOUDON INVESTMENT MANAGEMENT, LLC

DOUGLAS M. LOUDON | LOUDON INVESTMENT MANAGEMENT, LLC | LOUDON INVESTMENT MANAGEMENT | DOUGLAS M. LOUDON-INVESTMENT COUNSEL

CRD#: 113641 / SEC#: 801-61745

RIA

Registered Investment Advisory firm - (2/3/2003 Approved)

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Contact information

Main Address

24 Airport Road Ste 307, West Lebanon, NH 03784

Mailing Address

Phone number

(603) 298-7370

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LOUDON INVESTMENT MANAGEMENT, LLC PART 2A OF FORM ADV, 3/15/2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	173
AUM (Assets Under Management)	$ 221,608,700

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Douglas M. Loudon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Macgilvray Loudon's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEG CAPITAL MANAGEMENT INC

DEAM INVESTOR SERVICES, INC.

Primary Firm SEC Registration

LOUDON INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/1995

Series 63

Date: 6/26/1989

Series 1

Date: 1/18/1973

Series 24

Date: 10/8/1993

Current Firm

LOUDON INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LOUDON INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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