Overview
Assets Under Management: $247 million
Headquarters: WINCHESTER, TN
High-Net-Worth Clients: 111
Average Client Assets: $1.0 million
Frequently Asked Questions
EUDAIMONIA ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299379), EUDAIMONIA ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EUDAIMONIA ASSET MANAGEMENT, LLC is headquartered in WINCHESTER, TN.
EUDAIMONIA ASSET MANAGEMENT, LLC serves 111 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, EUDAIMONIA ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
EUDAIMONIA ASSET MANAGEMENT, LLC manages $247 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, EUDAIMONIA ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.36%
Average Client Assets: $1.0 million
Total Client Accounts: 985
Discretionary Accounts: 985
Regulatory Filings
CRD Number: 299379
Filing ID: 2074905
Last Filing Date: 2026-03-31 17:50:48