EUDAIMONIA PARTNERS, LLC
Latest filing: May 29, 2024 (178 days ago)
AUM
$703,543,778
-10% change vs. 1 year ago
-15% change vs. 3 years ago
58% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
27
-18% change vs. 1 year ago
-16% change vs. 3 years ago
59% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WINCHESTER, TN
1791 BYPASS RD., WINCHESTER, TN, UNITED STATES, 37398
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.0 |
| Total | $0.7 |
| Client | AUM |
|---|---|
| Retail | $0.7 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 995 | $0.4 |
| Average Individual AUM | $391,708 | |
| HNW | 74 | $0.3 |
| Average HNW AUM | $4,178,393 | |
| Retail Total | 1,069 | $0.7 |
| Average Retail AUM | $653,836 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | ST. PETERSBURG-FL-USA | $0.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.7 |
| Retail SMA AUM | $0.7 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 61% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 2% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 18% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 10% | $0.1 |
| Other | 4% | $0.0 |
| Total | 100% | $0.7 |
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 ADVISORS LLC | $0.3 | 302001 | |
| GENERAL BANCSHARES, INC. | $0.0 | - | |
| EUDAIMONIA ASSET MANAGEMENT, LLC | $0.0 | 299379 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
16 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TODD MEUCCI | WINCHESTER | TN | S63|1996-11-21|S65|2018-10-16 | ||||||
| JOHN SHAO | WINCHESTER | TN | S65|1998-01-27 | CHARTERED FINANCIAL ANALYST | |||||
| SETH WALTMAN | WINCHESTER | TN | S63|2003-11-24|S65|2007-03-05 | ||||||
| ALEXANDER JONES | WINCHESTER | TN | S63|2010-09-23|S65|2011-12-09 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| CHRISTOPHER COOLEY | WINCHESTER | TN | S63|1993-05-07|S66|2000-07-11 | CERTIFIED FINANCIAL PLANNER | |||||
| GREGORY STEPHENS | WINCHESTER | TN | S66|1998-06-02 | ||||||
| SCOTT BREMUS | WINCHESTER | TN | S66|2000-01-26 | CERTIFIED FINANCIAL PLANNER | |||||
| DYLAN DANTZIG | WINCHESTER | TN | S65|2022-12-03 | ||||||
| JOHN GOODSON | WINCHESTER | TN | S63|1992-08-28|S66|2006-11-01 | ||||||
| EDWARD LEWIS | WINCHESTER | TN | S63|1992-07-02|S66|2004-06-29 | ||||||
| RICHARD MCELROY | WINCHESTER | TN | S66|2002-10-01 | ||||||
| MICHAEL HAKEREM | WINCHESTER | TN | S63|1996-09-13|S65|1996-08-15 | CHARTERED FINANCIAL ANALYST | |||||
| JAMES BUCKNER | WINCHESTER | TN | S66|2011-04-08 | ||||||
| JASON PARKER | WINCHESTER | TN | S63|2003-01-16|S66|2014-04-28 | CERTIFIED FINANCIAL PLANNER | |||||
| KEITH SPELMON | WINCHESTER | TN | S63|1996-10-04|S65|2004-02-16 | ||||||
| CHRISTOPHER SCARBOROUGH | WINCHESTER | TN | S63|1996-02-02|S65|1996-02-08 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-11-01 | $0.7 | $0.0 | 0% | 27 | 0 | 0% |
| 2024-04-02 | $0.8 | -$0.1 | -10% | 28 | -1 | -4% |
| 2023-04-04 | $0.8 | -$0.1 | -10% | 33 | -6 | -18% |
| 2022-04-01 | $1.0 | -$0.3 | -28% | 34 | -7 | -21% |
| 2021-04-05 | $0.8 | -$0.1 | -15% | 32 | -5 | -16% |
| 2020-04-01 | $0.6 | $0.1 | 25% | 29 | -2 | -7% |
| 2019-04-01 | $0.4 | $0.3 | 58% | 17 | 10 | 59% |
| 2018-04-02 | $0.1 | $0.6 | 478% | 7 | 20 | 286% |
| 2017-04-01 | $0.1 | $0.6 | 542% | 7 | 20 | 286% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TN, AL-04/01/2020, AR-04/30/2024, CA-03/20/2017, CO-05/20/2020, CT-04/01/2020, FL-03/20/2017, GA-09/13/2016, IL-05/20/2020, IN-04/01/2020, KY-03/09/2021, LA-07/26/2016, MI-05/20/2020, NC-10/26/2018, NE-05/20/2020, NH-04/01/2020, NJ-04/16/2020, NY-04/01/2020, OH-03/20/2017, OK-03/09/2021, PA-05/20/2020, SC-01/31/2019, TN-05/16/2016, TX-09/13/2016, VA-04/01/2020, WA-04/30/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV