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CRD 283884
WINCHESTER, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GOODSON, JOHN, CURRIER | Member | D | yes | 12/2019 | Jul 26, 2016 | May 29, 2024 |
| GOODSON, JOHN, CURRIER | MANAGING PARTNER | Na | yes | 07/2016 | Jul 26, 2016 | May 29, 2024 |
| POORE, SCOTT, ELLIOTT | CHIEF INVESTMENT OFFICER | Na | yes | 09/2019 | Mar 30, 2023 | May 29, 2024 |
| EUDAIMONIA GROUP, LLC | Owner | E | no | 12/2019 | Mar 30, 2020 | May 29, 2024 |
| SMITH, TONYA, DALMA | DIRECTOR OF OPERATIONS | Na | no | 06/2022 | Dec 12, 2018 | May 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| EUDAIMONIA ADVISORS LLC | n/a | Former SEC adviser | $307M | N | yes | n/a |
| EUDAIMONIA ASSET MANAGEMENT, LLC | n/a | Independent wealth | $247M | N | yes | n/a |
| GENERAL BANCSHARES, INC. | n/a | n/a | n/a | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Athens | Ga | United States | 2 | yes |
| Watkinsville | Ga | United States | 2 | no |
| Raleigh | Nc | United States | 2 | no |
| Nashville | Tn | United States | 2 | no |
| Dacula | Ga | United States | 1 | no |
| Decatur | Ga | United States | 1 | no |
| Snellville | Ga | United States | 1 | no |
| Franklin | Tn | United States | 1 | no |
| Franklin | Tn | United States | 1 | yes |
| Mckinney | TX | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Apr 30, 2024 | $704M | $703M | 27 | 15 | 12 | n/a | n/a |
| 2022 | Mar 30, 2023 | $785M | $784M | 33 | 20 | 15 | n/a | n/a |
| 2021 | Mar 28, 2022 | $982M | $974M | 34 | 23 | 14 | n/a | n/a |
| 2020 | Mar 9, 2021 | $829M | $732M | 32 | 23 | 14 | n/a | n/a |
| 2019 | Mar 30, 2020 | $562M | $540M | 29 | 20 | 11 | n/a | n/a |
| 2018 | Mar 28, 2019 | $446M | $440M | 17 | 17 | 9 | n/a | n/a |
| 2017 | Mar 29, 2018 | $122M | $114M | 7 | 5 | 3 | n/a | n/a |
| 2016 | Mar 20, 2017 | $110M | $107M | 7 | 5 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $704M | $785M | -10.3% | $829M | -5.3% | 27 | 33 | 12 | 15 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 2 | Apr 2, 2025 | Aug 8, 2024 | ATHENS, GA | Team lift out | RIA to ibd | 18.2% |
| KINGSWOOD WEALTH ADVISORS, LLC | 8 | Apr 2, 2025 | Jun 23, 2025 | WINCHESTER, TN | Firm absorbed | RIA to ibd | 72.7% |
| KINGSWOOD WEALTH ADVISORS, LLC | 2 | Sep 3, 2024 | Oct 1, 2024 | WINCHESTER, TN | Team lift out | RIA to ibd | 14.3% |
| NEWEDGE ADVISORS | 2 | Nov 1, 2023 | Nov 1, 2023 | WINCHESTER, TN | Team lift out | RIA to ibd | 11.8% |
| IMPRINT WEALTH LLC | 2 | Jul 22, 2022 | Jan 17, 2023 | WINCHESTER, TN | Team lift out | RIA to new firm | 9.5% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| HAYDEN ROYAL | 2 | Oct 4, 2018 | Nov 16, 2018 | CHARLOTTE, NC | Team lift out | RIA to RIA | 8.3% |
| WELLS FARGO ADVISORS | 3 | Sep 14, 2016 | Sep 15, 2016 | SUWANEE, GA | Team lift out | Wirehouse to new firm | 0.2% |