DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Eudaimonia Partners, LLC

Former SEC-registered adviserWinchester, TennesseeCRD 283884SEC 801-107836websiteIAPD
Latest filing May 29, 2024
First filing on the tape May 10, 2016 · 60 filings
SEC status approved since May 16, 2016
RAUM
$704M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$699M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
27
15 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
0
reported on Schedule D
History
60 filings and snapshots on the tape
RAUM$704M as of Apr 30, 2024
Mar 20, 2017$110M then
HNW client RAUM$309M as of Apr 30, 2024
Mar 29, 2018$53.2M then
State-registered IARs (5.B.3)17 as of Apr 30, 2024
Mar 20, 20175 then
Employees (5.A)27 as of Apr 30, 2024
Mar 20, 20177 then
Private funds: no history
RAUM -10% over the last fiscal year-5.3% a year over threeIARs 21 to 17offices 15 to 12
Practice profile
derived from the filing of May 29, 2024; every figure names its basis
RAUM per advisor
$41.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
63derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$4.2MderivedHNW RAUM over HNW clients
Average account
$301,691derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.6derivedItem 5.A over advisors
Advisors per office
1.3derived13 offices incl. principal (1.F.5)
RAUM growth, one year
-10%derivedbetween the last two annual amendments
Advisor growth, one year
-19%derivedItem 5.B.3 between annual amendments
Client growth, one year
-34%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$390M55%
  • High-net-worth individuals$309M44%
  • Pension and profit-sharing plans$2.6M0.4%
  • Charitable organizations$2.0M0.3%
Individual clients
995reported
HNW clients
74reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2,332reported
Financial planning clients
101-250reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Currier John Goodson · Managing Partnercontrol
    since 07/2016 · owns less than 5%
  • Elliott Scott Poore · Chief Investment Officercontrol
    since 09/2019 · owns less than 5%
  • Currier John Goodson · Membercontrol
    since 12/2019 · owns 50% to 75% of Eudaimonia Group, LLC
  • Dalma Tonya Smith · Director Of Operations
    since 06/2022 · owns less than 5%
Entity owners
  • Eudaimonia Group, LLC · Owner
    direct · owns 75% or more
Related persons
Schedule D 7.A
Advisers that list Eudaimonia Partners, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Athens, Ga000
Dacula, Ga000
Franklin, Tn000
Mckinney, Tx000
Winchester, Tn · principal000
Offices
Schedule D 1.F, the 25 largest
  • Raleigh, NC2 employees
  • Nashville, TN2 employees
  • Watkinsville, GA2 employees
  • Athens, GA2 employees
  • Franklin, TN1 employees
  • Mckinney, TX1 employees
  • Snellville, GA1 employees
  • , 1 employees
  • Dacula, GA1 employees
  • Decatur, GA1 employees
  • Franklin, TN1 employees
What changed
consecutive filings, newest first
  • Accounts · 3,036 to 2,332
    Nov 1, 2023 to Apr 30, 2024
  • Advisory employees · 17 to 15
    Nov 1, 2023 to Apr 30, 2024
  • Corporate clients · 16.0 to unset
    Nov 1, 2023 to Apr 30, 2024
  • HNW clients · 168 to 74
    Nov 1, 2023 to Apr 30, 2024
  • Individual clients · 1,440 to 995
    Nov 1, 2023 to Apr 30, 2024
  • Pension plan clients · 10.0 to unset
    Nov 1, 2023 to Apr 30, 2024
  • Assets in custody · unset to 1768193.0
    Nov 1, 2023 to Apr 30, 2024
  • Employees · 28 to 27
    Nov 1, 2023 to Apr 30, 2024
  • Discretionary RAUM · $784M to $703M
    Nov 1, 2023 to Apr 30, 2024
  • HNW RAUM · $358M to $309M
    Nov 1, 2023 to Apr 30, 2024
  • Individual RAUM · $385M to $390M
    Nov 1, 2023 to Apr 30, 2024
  • Non-discretionary RAUM · $137,921 to $313,330
    Nov 1, 2023 to Apr 30, 2024
  • Pension RAUM · $11.4M to $2.6M
    Nov 1, 2023 to Apr 30, 2024
  • RAUM · $785M to $704M
    Nov 1, 2023 to Apr 30, 2024
  • Advisory employees · 20 to 17
    Oct 19, 2023 to Nov 1, 2023
  • Employees · 32 to 28
    Oct 19, 2023 to Nov 1, 2023
  • State-registered IARs · 20 to 17
    Oct 19, 2023 to Nov 1, 2023
  • Other offices · 14 to 12
    Oct 19, 2023 to Nov 1, 2023
  • Employees · 33 to 32
    Oct 6, 2023 to Oct 19, 2023
  • State-registered IARs · 21 to 20
    Oct 6, 2023 to Oct 19, 2023
  • Other offices · 15 to 14
    Oct 6, 2023 to Oct 19, 2023
  • Accounts · 3,075 to 3,036
    Jan 27, 2023 to Mar 30, 2023
  • Advisory employees · 23 to 20
    Jan 27, 2023 to Mar 30, 2023
  • BD registered reps · 13 to 5
    Jan 27, 2023 to Mar 30, 2023
  • Charity clients · 37.0 to unset
    Jan 27, 2023 to Mar 30, 2023
  • Corporate clients · 40 to 16
    Jan 27, 2023 to Mar 30, 2023
  • HNW clients · 270 to 168
    Jan 27, 2023 to Mar 30, 2023
  • Individual clients · 3,122 to 1,440
    Jan 27, 2023 to Mar 30, 2023
  • Pension plan clients · unset to 10.0
    Jan 27, 2023 to Mar 30, 2023
  • Employees · 34 to 33
    Jan 27, 2023 to Mar 30, 2023
  • State-registered IARs · 23 to 21
    Jan 27, 2023 to Mar 30, 2023
  • Other offices · 14 to 15
    Jan 27, 2023 to Mar 30, 2023
  • Discretionary RAUM · $974M to $784M
    Jan 27, 2023 to Mar 30, 2023
  • HNW RAUM · $432M to $358M
    Jan 27, 2023 to Mar 30, 2023
  • Individual RAUM · $520M to $385M
    Jan 27, 2023 to Mar 30, 2023
  • Non-discretionary RAUM · $8.5M to $137,921
    Jan 27, 2023 to Mar 30, 2023
  • Pension RAUM · unset to 11430805.0
    Jan 27, 2023 to Mar 30, 2023
  • RAUM · $982M to $785M
    Jan 27, 2023 to Mar 30, 2023
  • Other offices · 12 to 14
    Aug 10, 2022 to Sep 30, 2022
  • Other offices · 14 to 12
    Jun 1, 2022 to Aug 10, 2022
Signals
37 dated events
  • Eudaimonia Partners, Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $703.5M)
    May 2, 2025 · Left the SEC roster · derived
  • Keith Earl Spelmon left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-01)
    Apr 2, 2025 · Advisor changed firm · fact
  • Todd Joseph Meucci left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-17)
    Apr 2, 2025 · Advisor changed firm · fact
  • James Andrew Buckner left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-08-08)
    Apr 2, 2025 · Advisor changed firm · fact
  • John Currier Goodson left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-08-15)
    Apr 2, 2025 · Advisor changed firm · fact
  • Christopher Allan Cooley left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-08)
    Apr 2, 2025 · Advisor changed firm · fact
  • Gregory Lewis Stephens left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-03)
    Apr 2, 2025 · Advisor changed firm · fact
  • Christopher Paige Scarborough left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-09-30)
    Apr 2, 2025 · Advisor changed firm · fact
  • Scott Michael Bremus left Eudaimonia Partners, Llc for San Blas Advisory, Inc. (registered 2025-03-31)
    Apr 2, 2025 · Advisor changed firm · fact
  • Jason Parker left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-03)
    Apr 2, 2025 · Advisor changed firm · fact
  • Seth Waltman left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-02)
    Apr 2, 2025 · Advisor changed firm · fact
  • Alexander Jones left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2025-06-23)
    Apr 2, 2025 · Advisor changed firm · fact
  • 2 advisors left Eudaimonia Partners, LLC (Athens, GA) for Kingswood Wealth Advisors, LLC on the same day
    Apr 2, 2025 · Team lift-out · derived
  • Eudaimonia Partners, LLC's advisors moved to Kingswood Wealth Advisors, LLC (Winchester, TN): 8 of 11 registered, on the same day
    Apr 2, 2025 · Firm absorbed (people side) · derived
  • 2 advisors left Eudaimonia Partners, LLC (Winchester, TN) for Kingswood Wealth Advisors, LLC on the same day
    Sep 3, 2024 · Team lift-out · derived
  • Richard Cavanagh Mcelroy left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-10-01)
    Sep 3, 2024 · Advisor changed firm · fact
  • Edward Brett Lewis left Eudaimonia Partners, Llc for Agp Franklin, Llc (registered 2024-09-03)
    Sep 3, 2024 · Advisor changed firm · fact
  • Michael Hakerem left Eudaimonia Partners, Llc for Kingswood Wealth Advisors, Llc (registered 2024-09-03)
    Sep 3, 2024 · Advisor changed firm · fact
  • John Shao left Eudaimonia Partners, Llc for Summitas Investment Management Llc (registered 2024-05-08)
    Jul 1, 2024 · Advisor changed firm · fact
  • 2 advisors left Eudaimonia Partners, LLC (Winchester, TN) for Newedge Advisors on the same day
    Nov 1, 2023 · Team lift-out · derived
  • Michael Walter Kreimer left Eudaimonia Partners, Llc for Newedge Advisors (registered 2023-11-01)
    Nov 1, 2023 · Advisor changed firm · fact
  • Edward C G Tyree left Eudaimonia Partners, Llc for Newedge Advisors (registered 2023-11-01)
    Nov 1, 2023 · Advisor changed firm · fact
  • Elliott Scott Poore (Chief Investment Officer) appeared on Schedule A of Eudaimonia Partners, Llc
    Mar 30, 2023 · Control person joined · fact
  • Melissa Renee Evans left Eudaimonia Partners, Llc for Sagespring Wealth Partners (registered 2022-04-06)
    Sep 26, 2022 · Advisor changed firm · fact
  • Erik Robert Flegal left Eudaimonia Partners, Llc for Imprint Wealth Llc (registered 2024-04-09)
    Sep 23, 2022 · Advisor changed firm · fact
  • Tye Lake Pipkin left Eudaimonia Partners, Llc for Imprint Wealth Llc (registered 2022-07-19)
    Jul 22, 2022 · Advisor changed firm · fact
  • Kenneth Lake Pipkin left Eudaimonia Partners, Llc for Imprint Wealth Llc (registered 2023-01-17)
    Jul 22, 2022 · Advisor changed firm · fact
  • 2 advisors left Eudaimonia Partners, LLC (Winchester, TN) for Imprint Wealth LLC on the same day
    Jul 22, 2022 · Team lift-out · derived
  • Joseph Gerard Mcquaid left Eudaimonia Partners, Llc for Imprint Wealth Llc (registered 2022-07-15)
    Jun 1, 2022 · Advisor changed firm · fact
  • Gerard Joseph Mcquaid (Chief Compliance Officer And Chief Operating Officer) no longer on Schedule A of Eudaimonia Partners, Llc (listed 2022-03-31, absent 2022-06-01)
    Jun 1, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026