SourcingSourcing

EUDAIMONIA ASSET MANAGEMENT, LLC

C45
CRD 299379·SEC 801-114588·WINCHESTER, TN
AUM
$246.9M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$741K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EUDAIMONIA ASSET MANAGEMENT, LLC
CRD
299379
SEC file #
801-114588
EIN
260638588
DBA names
—

Economics

AUM
$246.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$35.8M → $246.9M▲ +590%
Client mix
Individuals Other567
Individuals High Net Worth111
Pension Profit Sharing Plans3
Charitable Organizations2
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
WINCHESTER TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Fee basis
Other Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/eudaimoniagroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EUDAIMONIA GROUP LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
EUDAIMONIA GROUP LLC
GOODSON, JOHN, CURRIER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
26
Form 5500 Total Compensation
42,659
Form 5500 Compensation Trajectory 3y
202542,659
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Total Compensation
42,659
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001510989
Edgar Registered
Yes
Edgar Filing Count
67
Edgar First Filing Date
2011-02-01
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
64
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001104659-26-059851
Edgar Former Names
EAM Investors, LLC
Eudaimonia Asset Management LLC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2082
Soi Zip Pct 200k Plus
0.0531
Soi Zip Returns 200k Plus
390
Soi Zip Total AGI
543,538
Fdic Zip Total Deposits
6,977,538,000
Fdic Zip Branch Count
127
Fdic Zip Top Banks
Citizens Community Bank
Regions Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
215 HIGHWAY 101SUITE 216SOLANA BEACH, CA 92075
Business
215 HIGHWAY 101SUITE 216SOLANA BEACH, CA 92075
Edgar EIN
260638588
Edgar Recent Filings
13F-HR2026-05-13 · 0001104659-26-059851
13F-HR2026-02-12 · 0001104659-26-014023
Fdic Zip Branches Raw
First Union National Bank of TennesseeWinchester, TN
Trans Financial Bank of Tennessee, F.S.B.Winchester, TN
Fdic Zip HHI
4111.55
Fdic Zip Top Bank Share Pct
60.45
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
Yes
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,719
Returns2,180
Stub 2
AGI64,736
Returns1,780
Stub 3
AGI69,415
Returns1,130
Soi Zip Total Business Income
32,338
Soi Zip Total Cap Gains
34,956
Soi Zip Total Dividends
10,265
Soi Zip Total Returns
7,350
Trust Company Affiliate
No

People (3)

3
JOHN CURRIER GOODSON
Executive Officer · 2.5%
2265477
TONYA DALMA SMITH
Executive Officer · 2.5%
2569216
Scott Elliott Poore
IAR
3067900