$246.9M Total AUM
$246.9M Disc. AUM
-- 3Y CAGR
4 Employees
684 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Element insightEmber vertex +more
- Established Date
- 11-01-2018
- Office Locations
- 2
Office Locations
1791 Bypass RD Winchester TN
5100 Poplar Avenue Suite 2700 Memphis TN
About Eudaimonia Asset Management, LLC
Eudaimonia Asset Management, LLC is a Tennessee-based RIA serving retail and institutional investors with discretionary asset management and asset-allocation portfolios. The firm’s SMAs are primarily ETF-driven, complemented by mutual funds and cash sleeves, and it also offers insurance-related services. Custody relationships include Charles Schwab and Raymond James.
Team overview
57 AVG AGE
$123.4M AVG AUM / ADVISOR
$361.0K AVG AUM / CLIENT
5 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Catalyst Fusion optima
Client Personas
Pathway oak
Custodian
Pathway optima
Investment Themes
Legacy
Investment Vehicles
Momentum Ember
Services
Vector element Ember harbor Momentum Insight meridian
Technology
Capital Radial Delta
Owner & Executives
J
JOHN CURRIER GOODSON
Advisor, President
- CRD
- #2265477
- Ownership
- Less than 5%
(525) 882-7782
timber.zenith@elementcapital.com
in linkedin.com/in/pioneer-insight
T
TONYA DALMA SMITH
CHIEF OPERATING OFFICER, Director
- CRD
- --
- Ownership
- Less than 5%
(581) 959-3358
signal.vital@alphacapital.com
in linkedin.com/in/harbor-summit
Showing 2 of 2 owners & executives
Unlock allContacts
Scott Elliott Poore
Chief Investment Officer
- CRD
- #3067900
(407) 474-8213
atlas.vector@horizoncapital.com
in linkedin.com/in/vector-unison
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $246,890,946 | $250,651 |
| Non-Discretionary | $0 | -- |
| Total | $246,890,946 | $250,651 |
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Separately Managed Accounts
Total SMA Asset: $246,890,946
Equity - Exchange:
37.6% Public Funds:
40.5% Cash:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,308,083,747 | 37.6% |
| Public Funds | $2,486,100,845 | 40.5% |
| Cash | $1,344,336,013 | 21.9% |
| Total | $6,138,520,605 | 100.0% |