# Eudaimonia Asset Management, LLC

> Eudaimonia Asset Management, LLC is an SEC-registered investment advisory firm in Winchester, TN, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 299379
- Filed as: EUDAIMONIA ASSET MANAGEMENT, LLC
- Also doing business as: EUDAIMONIA ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winchester, TN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299379
- AdvisorCensus page: https://advisorcensus.com/firm/eudaimonia-asset-management-llc-winchester-tn-299379

## Quick answers

**How is Eudaimonia Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Eudaimonia Asset Management, LLC reports these compensation arrangements: other.

**Where is Eudaimonia Asset Management, LLC located?**
Eudaimonia Asset Management, LLC's principal office is in Winchester, TN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Eudaimonia Asset Management, LLC registered with the SEC or a state?**
Eudaimonia Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 299379.

**How much does Eudaimonia Asset Management, LLC manage?**
Eudaimonia Asset Management, LLC reports $246,890,946 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Eudaimonia Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Eudaimonia Asset Management, LLC: Regulatory assets under management: $35,769,965 in the October 2021 data and $246,890,946 in the October 2026 data, up 590%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eudaimonia Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (567); high net worth individuals (111); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Eudaimonia Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299379

**What changed in Eudaimonia Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $194,773,569 to $246,890,946 (+27%). Changed its office addresses in Memphis, TN. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $246,890,946
- Discretionary: $246,890,946
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 567 | $128,795,200 |
| High net worth individuals | 111 | $111,994,712 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,112,222 |
| Charitable organizations | 2 | $3,847,709 |
| Corporations or other businesses not listed above | 1 | $141,103 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Memphis, TN

### Websites listed on Form ADV (Item 1.I)
- Facebook @eudaimoniaG
- LinkedIn @eudaimoniagroup
- X @EudaimoniaG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $35,769,965 | 5 | March 9, 2021 |
| October 2022 | Not reported | 5 | August 11, 2022 |
| October 2023 | Not reported | 5 | March 29, 2023 |
| October 2024 | Not reported | 5 | May 29, 2024 |
| October 2025 | $194,773,569 | 4 | July 30, 2025 |
| October 2026 | $246,890,946 | 4 | March 31, 2026 |

Regulatory assets under management: $35,769,965 in the October 2021 data and $246,890,946 in the October 2026 data, up 590%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $194,773,569 to $246,890,946 (+27%).
- Changed its office addresses in Memphis, TN.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eudaimonia Asset Management, LLC (CRD 299379): Form ADV filing data as of October 2026.