← Back to searchVisit website
EUDAIMONIA ASSET MANAGEMENT, LLC
CRD 299379 · SEC 801-114588
1791 BYPASS RD, WINCHESTER, TN, 37398, United States
Phone
931-968-1127
Fax
931-962-4783
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$246.9M
Discretionary AUM
$246.9M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
BASIS POINT PLATFORM FEE
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 567 | $128.8M |
| High net worth individuals | 111 | $112.0M |
| Pension/profit sharing plans | 3 | $2.1M |
| Charitable organizations | 2 | $3.8M |
| Corporations/business entities | 1 | $141K |
States served
TN
All web addresses on file
Official SEC filing: View on IAPD