Wealth manager, independent · Winchester, TN
Eudaimonia Asset Management, LLC
SEC-registered investment adviser · CRD 299379 · SEC 801-114588
At a glance
Eudaimonia Asset Management, LLC is an SEC-registered investment adviser based in Winchester, Tennessee, with $247 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is individuals, and it reports 678 individual clients. By Form ADV it is a wealth manager, ranked 5,049th of 8,915 wealth managers and 11,159th of 17,210 SEC-registered advisers by assets.
Main office 931-968-1127LinkedInAs filed on Form ADV
- Regulatory AUM
- $247M
- Rank among wealth managers
- #5,049 of 8,915
- Rank among all SEC RIAs
- #11,159 of 17,210
- Rank in Tennessee
- #150 of 227
- Individual clients
- 678
- High-net-worth clients
- 111
- Accounts
- 985
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- John C. GoodsonPresident
- Tonya D. SmithChief Operating Officer
- Tonya D. SmithChief Compliance Officer
Custody and brokerage
Custodian
Eudaimonia Asset Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Eudaimonia Asset Management, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Kingswood Capital Partners as the broker-dealer its advisers are registered with.
John Goodson is also a registered representative of Kingswood Capital Partners, LLC (“KCP”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 567 | $129M | 52% |
| High-net-worth individuals | 111 | $112M | 45% |
| Charitable organizations | 2 | $4M | 2% |
| Pension and profit sharing plans | 3 | $2M | <1% |
| Corporations or other businesses | 1 | $0M | <1% |
Disciplinary disclosures
Eudaimonia Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- Other
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Eudaimonia Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 6,324 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Eudaimonia Asset Management, LLC manage?
Eudaimonia Asset Management, LLC reports $247 million in regulatory assets under management across 985 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Eudaimonia Asset Management, LLC?
Eudaimonia Asset Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Eudaimonia Asset Management, LLC’s clients?
By assets, its largest client types are individuals ($129 million, 567 clients); high-net-worth individuals ($112 million, 111 clients); charitable organizations ($4 million, 2 clients).
Does Eudaimonia Asset Management, LLC have any disciplinary history?
Eudaimonia Asset Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Eudaimonia Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →