Firm profile

EUDAIMONIA ASSET MANAGEMENT, LLC

WINCHESTER, TNCRD 299379Latest ADV March 31, 2026

Eudaimonia Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winchester, TN. Its latest Form ADV filing, dated March 31, 2026, reports $247M in regulatory assets under management, 4 employees, 1 office, and 985 accounts.

Assets Under Management
$247M
Employees
4
Offices
1 office
Total Clients
684
Primary office
WINCHESTER, TN
1791 BYPASS RD, WINCHESTER, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOTonya D. Smith
COOTonya D. Smith

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

1 types reported
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 82.9% of total clients.
Top client categories% of clientsClients
1
Individuals
82.9%
567
2
HNWI
16.2%
111
3
Pension Plans
0.4%
3
4
Charitable
0.3%
2
5
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$247Mas of March 31, 2026
Discretionary100.0%
$247M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$247M
Total Accounts985
10Y AUM Change+$247M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee171:1
10Y Employee Change+2 (+100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.