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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

EUDAIMONIA ADVISORS LLC

CRD 302001

WINCHESTER, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:932eb913-79ad-3264-9b43-bec9401ccf54

Data as of May 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 12
On other graphs: 0
Observed: May 31, 2019 to May 29, 2024
27 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $307MItem 5.F on the latest filing (2024-05-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $307M
Private client RAUM: $262MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 5
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,124
Individual clients: 623
High net worth clients: 26
SEC number: 801-116891
CIK: 1905084
CRD: 302001
Filings on the tape: 27
First filed: May 31, 2019
Latest filed: May 29, 2024
Organised: Limited Liability Company, Tennessee
Website: eudaimoniaria.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GOODSON, JOHN, CURRIER	Member	D	yes	05/2019	May 31, 2019	May 29, 2024
GOODSON, JOHN, CURRIER	MANAGING PARTNER	Na	yes	04/2019	May 31, 2019	May 29, 2024
SMITH, TONYA, DALMA	CHIEF COMPLIANCE OFFICER	Na	yes	04/2024	May 31, 2019	May 29, 2024
EUDAIMONIA GROUP LLC	Owner	D	no	05/2019	Jul 30, 2019	May 29, 2024
POORE, SCOTT, ELLIOTT	Partner	B	no	03/2020	Aug 14, 2020	May 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EUDAIMONIA PARTNERS, LLC	n/a	Former SEC adviser	$704M	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

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Pensacola	FL	United States	2	no
Nashville	Tn	United States	2	no
Memphis	Tn	United States	1	no
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 29, 2024	$307M	$307M	11	5	5	n/a	n/a
2022	Mar 30, 2023	$293M	$293M	15	6	5	n/a	n/a
2021	Mar 28, 2022	$314M	$314M	13	6	8	n/a	n/a
2020	Mar 9, 2021	$145M	$145M	14	7	5	n/a	n/a
2019	Mar 30, 2020	$27.6M	$27.6M	11	7	4	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$307M	$293M	4.8%	$145M	28.5%	11	15	4	5

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KINGSWOOD WEALTH ADVISORS, LLC	2	Jan 22, 2025	Dec 2, 2024	WINCHESTER, TN	Team lift out	RIA to ibd	50.0%

Relationships

Affiliated with (4)

← EUDAIMONIA ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ EUDAIMONIA PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ EUDAIMONIA ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← EUDAIMONIA PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (2)

← GOODSON, JOHN, CURRIEROwnerMEMBER, ownership code D, individual
May 31, 2019 to presentfactForm ADV
← SMITH, TONYA, DALMAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 31, 2019 to presentfactForm ADV

Owns (2)

← POORE, SCOTT, ELLIOTTOwnerPARTNER, ownership code B, individual
Aug 14, 2020 to presentfactForm ADV
← EUDAIMONIA GROUP LLCOwnerOWNER, ownership code D, domestic entity
Jul 30, 2019 to presentfactForm ADV

Registered with (4)

← Scott Elliott PooreAdvisorregistration: previous registration
Sep 24, 2019 to Mar 13, 2025factForm ADV
← Jeannan Castleberry BrewerAdvisorregistration: previous registration
Dec 18, 2019 to Jan 22, 2025factForm ADV
← JAMES ANTHONY PARRISHAdvisorregistration: previous registration
Jul 30, 2019 to Jan 22, 2025factForm ADV
← ANNA ELIZABETH SCHOORAdvisorregistration: previous registration
Mar 6, 2020 to Jan 22, 2025factForm ADV

Moved with (1)

→ KINGSWOOD WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Jan 22, 2025 to Dec 2, 2024factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Eudaimonia Advisors Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $307.1M)
Form ADVobserved 6 days ago
$307M
Occurred
Mar 13, 2025
Advisor changed firm
Scott Elliott Poore left Eudaimonia Advisors Llc for Kingswood Wealth Advisors, Llc (registered 2026-03-24)
Form ADVobserved 6 days ago
Occurred
Jan 22, 2025
Team lift-out
2 advisors left Eudaimonia Advisors LLC (Winchester, TN) for Kingswood Wealth Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 22, 2025
Advisor changed firm
Jeannan Castleberry Brewer left Eudaimonia Advisors Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-22)
Form ADVobserved 6 days ago
Occurred
Jan 22, 2025
Advisor changed firm
James Anthony Parrish left Eudaimonia Advisors Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-17)
Form ADVobserved 6 days ago
Occurred
Jan 22, 2025
Advisor changed firm
Anna Elizabeth Schoor left Eudaimonia Advisors Llc for Kingswood Wealth Advisors, Llc (registered 2024-12-02)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2024
Control person left
Anthony James Parrish (Chairman) no longer on Schedule A of Eudaimonia Advisors Llc (listed 2023-04-04, absent 2024-03-29)
Form ADVobserved 6 days ago
Occurred
Jun 1, 2022
Control person left
Gerard Joseph Mcquaid (Chief Compliance Officer And Chief Operating Officer) no longer on Schedule A of Eudaimonia Advisors Llc (listed 2022-03-31, absent 2022-06-01)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
Eudaimonia Advisors Llc reported RAUM $313.7M, up 117% from $144.6M (2021-03-12 to 2022-03-28)
Form ADVobserved 6 days ago
$169M
Occurred
Mar 9, 2021
Control person joined
Gerard Joseph Mcquaid (Chief Compliance Officer And Chief Operating Officer) appeared on Schedule A of Eudaimonia Advisors Llc
Form ADVobserved 6 days ago
Occurred
Jul 30, 2019
Control person joined
Anthony James Parrish (Chairman) appeared on Schedule A of Eudaimonia Advisors Llc
Form ADVobserved 6 days ago
Occurred
May 31, 2019
First Form ADV filing
Eudaimonia Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:932eb913-79ad-3264-9b43-bec9401ccf54
First observed: May 31, 2019
Last observed: May 29, 2024 28 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EUDAIMONIA ADVISORS LLC

CRD 302001

WINCHESTER, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:932eb913-79ad-3264-9b43-bec9401ccf54

Data as of May 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:04 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOODSON, JOHN, CURRIER

Member

yes

05/2019

May 31, 2019

May 29, 2024

GOODSON, JOHN, CURRIER

MANAGING PARTNER

yes

04/2019

May 31, 2019

May 29, 2024

SMITH, TONYA, DALMA

CHIEF COMPLIANCE OFFICER

yes

04/2024

May 31, 2019

May 29, 2024

EUDAIMONIA GROUP LLC

Owner

05/2019

Jul 30, 2019

May 29, 2024

POORE, SCOTT, ELLIOTT

Partner

03/2020

Aug 14, 2020

May 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EUDAIMONIA PARTNERS, LLC

n/a

Former SEC adviser

$704M

yes

n/a

EUDAIMONIA ASSET MANAGEMENT, LLC

n/a

Independent wealth

$247M

yes

n/a

GENERAL BANCSHARES, INC.

n/a

City

State

Country

Employees

Also broker-dealer

Pensacola

United States

Nashville

United States

Memphis

United States

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 29, 2024

$307M

n/a

2022

Mar 30, 2023

$293M

n/a

2021

Mar 28, 2022

$314M

n/a

2020

Mar 9, 2021

$145M

n/a

2019

Mar 30, 2020

$27.6M

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

$307M

$293M

4.8%

$145M

28.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KINGSWOOD WEALTH ADVISORS, LLC

Jan 22, 2025

Dec 2, 2024

WINCHESTER, TN

Team lift out

RIA to ibd

50.0%