EUDAIMONIA ADVISORS LLC

Latest filing: May 29, 2024 (176 days ago)
View on IAPD
Adviser Website

AUM

$307,053,861
5% change vs. 1 year ago
112% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

11
-27% change vs. 1 year ago
-21% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

WINCHESTER, TN
1791 BYPASS ROAD, WINCHESTER, TN, UNITED STATES, 37398

Client AUM

Discretion AUM
Discretionary $0.3
Non-Discretionary $0.0
Total $0.3
Client AUM
Retail $0.3
Pooled $0.0
Institutional $0.0
Total $0.3
Retail Accounts AUM
Individual 623 $0.2
Average Individual AUM $267,977
HNW 26 $0.1
Average HNW AUM $3,655,311
Retail Total 649 $0.3
Average Retail AUM $403,679

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
CHARLES SCHWAB & CO., INC. SAN FRANCISCO-CA-USA $0.3

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.3
Retail SMA AUM $0.3
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 57% $0.2
Equity Non-Exch 0% $0.0
Govt Agency 11% $0.0
Municipal 9% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 12% $0.0
Other Pools 0% $0.0
Cash 11% $0.0
Other 0% $0.0
Total 100% $0.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
EUDAIMONIA PARTNERS, LLC $0.7 283884
EUDAIMONIA ASSET MANAGEMENT, LLC $0.0 299379
GENERAL BANCSHARES, INC. $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

6 active

Name Title
GOODSON, JOHN, CURRIER MANAGING PARTNER, MEMBER
POORE, SCOTT, ELLIOTT PARTNER
SMITH, TONYA, DALMA DIRECTOR OF OPERATIONS
HUGHES, NOLAN, BLAKE CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

6 active representatives found

Name City State Exams Designations
JEANNAN BREWER WINCHESTER TN S63|2000-01-10|S66|2003-01-25
JOHN BREWER WINCHESTER TN S63|1981-12-04|S65|1994-08-02
JAMES FIFE WINCHESTER TN S63|1983-11-10|S65|1996-05-20 CHARTERED FINANCIAL CONSULTANT
ANNA SCHOOR WINCHESTER TN S66|2008-02-27
JARED KENNEDY WINCHESTER TN S63|2005-08-10|S66|2008-06-04
JAMES PARRISH WINCHESTER TN S66|2003-07-16

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-11-01 $0.3 $0.0 0% 11 0 0%
2024-04-02 $0.3 $0.0 0% 11 0 0%
2023-04-04 $0.3 $0.0 5% 15 -4 -27%
2022-04-01 $0.3 $0.0 -2% 13 -2 -15%
2021-04-05 $0.1 $0.2 112% 14 -3 -21%
2020-04-01 $0.0 $0.3 1012% 11 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
TN, AL-04/08/2020, CA-03/29/2024, FL-07/30/2019, GA-03/30/2023, KY-04/01/2020, LA-04/01/2020, MA-03/29/2024, MS-09/11/2019, NC-03/29/2024, NY-03/29/2024, OK-03/29/2024, TN-07/05/2019, TX-05/14/2020, VA-03/29/2024
ADVISER ACTIVITIES
FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV