Hedge Fund Database

EUDAIMONIA ADVISORS LLC

Adviser information for EUDAIMONIA ADVISORS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Tennessee, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 2
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,124 $307.1M
Non-Discretionary 0 $0
Total 1,124 $307.1M

Clients

Type Number RAUM
Individuals 623 $166.9M
HNW Individuals 26 $95.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $1.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 8 $43.9M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-116891
SEC ERA File Number 801-116891
SEC CIK Numbers 1905084
SEC CRD Numbers 302001
Legal Entity Identifier None

Principal Office

1791 BYPASS ROAD
WINCHESTER
TN
United States
Monday - Friday, 8:30-5:00
Tel: (931) 968-1127, Fax: (931) 962-4783

Websites

www.brewerwealth.com/ www.eudaimoniaria.com/ southernedgews.com/ chaparralwealth.com

Chief Compliance Officer

NOLAN HUGHES
CHIEF COMPLIANCE OFFICER
1791 BYPASS ROAD
WINCHESTER
TN
United States
Tel: (903)748-0413
Fax: (931) 962-4783
(Full email address available in API data)

Industry Affiliates

EUDAIMONIA ASSET MANAGEMENT, LLC Other investment adviser, including financial planners
EUDAIMONIA PARTNERS, LLC Other investment adviser, including financial planners
TOWER COMMUNITY BANK Banking or thrift institution

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GOODSON, JOHN, CURRIER Individual – MANAGING PARTNER 04/2019 < 5%
EUDAIMONIA GROUP LLC Domestic Entity – OWNER 05/2019 50-75%
GOODSON, JOHN, CURRIER Individual EUDAIMONIA GROUP LLC MEMBER 05/2019 50-75%
POORE, SCOTT, ELLIOTT Individual – PARTNER 03/2020 10-25%
SMITH, TONYA, DALMA Individual – DIRECTOR OF OPERATIONS 07/2022 < 5%
HUGHES, NOLAN, BLAKE Individual – CHIEF COMPLIANCE OFFICER 07/2022 < 5%

No. Employees, Historic

2010020192020202120222023202420252 on 5/31/20194 on 7/30/20194 on 7/30/20194 on 7/30/20194 on 8/19/20196 on 9/3/20196 on 9/11/20196 on 9/26/201911 on 3/30/202011 on 4/1/202011 on 4/8/202011 on 5/14/202011 on 6/22/202011 on 7/13/202011 on 8/14/202011 on 1/8/202114 on 3/9/202114 on 3/12/202113 on 3/28/202213 on 3/31/202213 on 6/1/202213 on 8/11/202213 on 11/8/202215 on 3/30/202315 on 4/4/202311 on 3/29/2024

RAUM, Historic

400M200M020192020202120222023202420250 on 5/31/20190 on 7/30/20190 on 7/30/20190 on 7/30/20190 on 8/19/20190 on 9/3/20190 on 9/11/20190 on 9/26/201927609418 on 3/30/202027609418 on 4/1/202027609418 on 4/8/202027609418 on 5/14/202027609418 on 6/22/202027609418 on 7/13/202027609418 on 8/14/202027609418 on 1/8/2021144629459 on 3/9/2021144629459 on 3/12/2021313691886 on 3/28/2022313691886 on 3/31/2022313691886 on 6/1/2022313691886 on 8/11/2022313691886 on 11/8/2022293077810 on 3/30/2023293077810 on 4/4/2023307053861 on 3/29/2024

No. Clients, Historic

1,000500020192020202120222023202420250 on 5/31/20190 on 7/30/20190 on 7/30/20190 on 7/30/20190 on 8/19/20190 on 9/3/20190 on 9/11/20190 on 9/26/201964 on 3/30/202064 on 4/1/202064 on 4/8/202064 on 5/14/202064 on 6/22/202064 on 7/13/202064 on 8/14/202064 on 1/8/2021305 on 3/9/2021305 on 3/12/2021925 on 3/28/2022925 on 3/31/2022925 on 6/1/2022925 on 8/11/2022925 on 11/8/2022667 on 3/30/2023667 on 4/4/2023657 on 3/29/2024

Holdings

From latest 13F, filed April 25th, 2024 for period ending March 31st, 2024
Name Class Value $USD # Shares Private Fund
FORD MTR CO DEL COM Stock 200K 15K –
META PLATFORMS INC CL A Stock 205K 422 –
INVESCO AEROSPACE & DEFENSE ETF ETF 207K 2K –
NETFLIX INC COM Stock 208K 343 –
GENERAC HLDGS INC COM Stock 209K 2K –
ISHARES CORE MSCI EAFE ETF ETF 210K 3K –
FIRST TRUST LARGE CAP VALUE ALPHADEX FUND ETF 214K 3K –
ISHARES RUSSELL 1000 VALUE ETF ETF 222K 1K –
ISHARES MSCI EAFE ETF ETF 226K 3K –
ADVANCED MICRO DEVICES INC COM Stock 231K 1K –
FIRST TRUST MUNICIPAL HIGH INCOME ETF ETF 237K 5K –
AIR PRODS & CHEMS INC COM Stock 240K 989 –
KEYCORP COM Stock 240K 15K –
CROWDSTRIKE HLDGS INC CL A Stock 240K 750 –
AFLAC INC COM Stock 243K 3K –
WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND ETF 245K 11K –
Global X Financials Covered Call & Growth ETF ETF 246K 9K –
ISHARES GLOBAL 100 ETF ETF 248K 3K –
NATIONAL GRID PLC SPONSORED ADR NE ADR 250K 4K –
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF ETF 262K 5K –
PULTE GROUP INC COM Stock 269K 2K –
BRISTOL-MYERS SQUIBB CO COM Stock 273K 5K –
SYSCO CORP COM Stock 280K 3K –
HEALTH CARE SELECT SECTOR SPDR FUND ETF 283K 2K –
KIMBERLY-CLARK CORP COM Stock 285K 2K –
ISHARES CORE S&P SMALL CAP ETF ETF 285K 3K –
ALTRIA GROUP INC COM Stock 287K 7K –
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 292K 695 –
RTX CORPORATION COM Stock 295K 3K –
INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF ETF 296K 14K –
NUCOR CORP COM Stock 300K 2K –
UNION PAC CORP COM Stock 301K 1K –
INFRACAP REIT PREFERRED ETF ETF 302K 16K –
VERIZON COMMUNICATIONS INC COM Stock 303K 7K –
RALPH LAUREN CORP CL A Stock 306K 2K –
VANGUARD MID-CAP VALUE ETF ETF 312K 2K –
CANADIAN IMPERIAL BK COMM TORO COM Stock 313K 6K –
SCHWAB U.S. LARGE-CAP VALUE ETF ETF 317K 4K –
WELLTOWER INC COM REIT 318K 3K –
MONOLITHIC PWR SYS INC COM Stock 322K 476 –
TESLA INC COM Stock 335K 2K –
INTEL CORP COM Stock 357K 8K –
UNITED PARCEL SERVICE INC CL B Stock 393K 3K –
FENNEC PHARMACEUTICALS INC COM Stock 393K 35K –
AT&T INC COM Stock 398K 23K –
ISHARES RUSSELL MID-CAP VALUE ETF ETF 407K 3K –
ABBOTT LABS COM Stock 407K 4K –
PHILIP MORRIS INTL INC COM Stock 423K 5K –
ISHARES CORE S&P MID-CAP ETF ETF 425K 7K –
HP INC COM Stock 430K 14K –
PFIZER INC COM Stock 430K 16K –
GLOBAL X RUSSELL 2000 COVERED CALL ETF ETF 431K 26K –
MOTOROLA SOLUTIONS INC COM NEW Stock 439K 1K –
GLOBAL X S&P 500 COVERED CALL ETF ETF 465K 11K –
ALPHABET INC CAP STK CL A Stock 466K 3K –
CATERPILLAR INC COM Stock 469K 1K –
ISHARES MSCI EAFE GROWTH ETF ETF 476K 5K –
GOLDMAN SACHS GROUP INC COM Stock 489K 1K –
ISHARES U.S. FINANCIALS ETF ETF 503K 5K –
GLOBAL X ALTERNATIVE INCOME ETF ETF 504K 44K –
DUKE ENERGY CORP NEW COM NEW Stock 510K 5K –
ISHARES CORE GROWTH ALLOCATION ETF ETF 515K 9K –
FIDELITY MSCI UTILITIES INDEX ETF ETF 521K 12K –
SPDR BLACKSTONE SENIOR LOAN ETF ETF 521K 12K –
SPDR GOLD SHARES ETF 531K 3K –
VANECK EMERGING MARKETS HIGH YIELD BOND ETF ETF 559K 29K –
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF ETF 562K 8K –
SPDR S&P 500 ETF TRUST ETF 568K 1K –
VANGUARD GROWTH ETF ETF 582K 2K –
CHUBB LIMITED COM Stock 584K 2K –
SOUTHERN COPPER CORP COM Stock 587K 6K –
VANGUARD SMALL CAP VALUE ETF ETF 614K 3K –
COCA COLA CO COM Stock 621K 10K –
SPDR PORTFOLIO EMERGING MARKETS ETF ETF 624K 17K –
DEVON ENERGY CORP NEW COM Stock 625K 12K –
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF ETF 630K 18K –
NVIDIA CORPORATION COM Stock 640K 708 –
ENERGY TRANSFER L P COM UT LTD PTN Stock 646K 41K –
ETRACS MARKETVECTOR BUSINESS DEVELOPMENT COMPANIES LIQUID INDEX ETN ETF 678K 35K –
CISCO SYS INC COM Stock 680K 14K –
UNITEDHEALTH GROUP INC COM Stock 705K 1K –
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF ETF 707K 12K –
GSK PLC SPONSORED ADR ADR 707K 16K –
APPLIED MATLS INC COM Stock 714K 3K –
PEPSICO INC COM Stock 718K 4K –
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 722K 6K –
AMERICAN ELEC PWR CO INC COM Stock 723K 8K –
VANGUARD SMALL-CAP GROWTH ETF ETF 728K 3K –
VANGUARD SMALL-CAP ETF ETF 795K 3K –
MCDONALDS CORP COM Stock 795K 3K –
VANGUARD MEGA CAP ETF ETF 798K 4K –
JOHNSON & JOHNSON COM Stock 804K 5K –
MARATHON PETE CORP COM Stock 817K 4K –
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF ETF 821K 15K –
BANK AMERICA CORP COM Stock 838K 22K –
FIRST TRUST SENIOR LOAN FUND ETF 845K 18K –
OREILLY AUTOMOTIVE INC COM Stock 882K 781 –
PROCTER AND GAMBLE CO COM Stock 892K 5K –
VANGUARD HEALTH CARE ETF ETF 898K 3K –
FIRST TRUST CLOUD COMPUTING ETF ETF 909K 10K –
HOME DEPOT INC COM Stock 910K 2K –
FIRST FINL BANKSHARES INC COM Stock 911K 28K –
INVESCO QQQ TRUST SERIES I ETF 916K 2K –
ISHARES RUSSELL MID-CAP GROWTH ETF ETF 924K 8K –
IQ MERGER ARBITRAGE ETF ETF 927K 29K –
GRAYSCALE BITCOIN TRUST ETF 988K 16K –
CME GROUP INC COM Stock 997K 5K –
REGENERON PHARMACEUTICALS COM Stock 1M 1K –
ISHARES U.S. TECHNOLOGY ETF ETF 1M 8K –
WALMART INC COM Stock 1M 19K –
LOWES COS INC COM Stock 1M 5K –
EXXON MOBIL CORP COM Stock 1M 10K –
VANECK SEMICONDUCTOR ETF ETF 1M 5K –
ISHARES CORE DIVIDEND GROWTH ETF ETF 1M 21K –
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF 1M 21K –
JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND ETF 1M 21K –
ISHARES CORE S&P 500 ETF ETF 1M 2K –
ISHARES CORE HIGH DIVIDEND ETF ETF 1M 12K –
SPDR S&P DIVIDEND ETF ETF 1M 10K –
ISHARES RUSSELL 1000 GROWTH ETF ETF 1M 4K –
FIRST TRUST HEALTH CARE ALPHADEX FUND ETF 1M 12K –
CHEVRON CORP NEW COM Stock 1M 9K –
VANGUARD MATERIALS ETF ETF 1M 7K –
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX ETF 1M 12K –
VANGUARD MID-CAP ETF ETF 1M 6K –
VANGUARD S&P 500 ETF ETF 1M 3K –
VANGUARD CONSUMER STAPLES ETF ETF 1M 7K –
INVESCO NASDAQ BIOTECHNOLOGY ETF ETF 2M 71K –
ELI LILLY & CO COM Stock 2M 2K –
MERCK & CO INC COM Stock 2M 12K –
ALPHABET INC CAP STK CL C Stock 2M 11K –
FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF ETF 2M 40K –
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH ETF 2M 18K –
EATON CORP PLC SHS Stock 2M 6K –
INVESCO DIVIDEND ACHIEVERS ETF ETF 2M 43K –
FIRST TRUST CAPITAL STRENGTH ETF ETF 2M 22K –
VANGUARD DIVIDEND APPRECIATION ETF ETF 2M 11K –
FINANCIAL SELECT SECTOR SPDR FUND ETF 2M 47K –
FIRST TRUST NASDAQ CYBERSECURITY ETF ETF 2M 35K –
ISHARES U.S. INDUSTRIALS ETF ETF 2M 17K –
VANGUARD LARGE-CAP ETF ETF 2M 9K –
JPMORGAN INCOME ETF ETF 2M 49K –
WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF 2M 45K –
JPMORGAN CHASE & CO COM Stock 2M 12K –
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 2M 13K –
SOUTHERN CO COM Stock 3M 35K –
FIRST TRUST LONG/SHORT EQUITY ETF ETF 3M 43K –
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF ETF 3M 62K –
ABBVIE INC COM Stock 3M 17K –
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND ETF 3M 44K –
AMAZON COM INC COM Stock 3M 19K –
NOVO-NORDISK A S ADR ADR 4M 29K –
FIDELITY TOTAL BOND ETF ETF 4M 85K –
SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 4M 42K –
ENERGY SELECT SECTOR SPDR FUND ETF 4M 41K –
VANGUARD VALUE ETF ETF 4M 27K –
VANGUARD INFORMATION TECHNOLOGY ETF ETF 5M 9K –
MICROSOFT CORP COM Stock 6M 13K –
APPLE INC COM Stock 6M 35K –
SCHWAB US DIVIDEND EQUITY ETF ETF 7M 91K –
LAMAR ADVERTISING CO NEW CL A REIT 13M 107K –