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 Advisors LLC

Former SEC-registered adviserWinchester, TennesseeCRD 302001SEC 801-116891websiteIAPD
Latest filing May 29, 2024
First filing on the tape May 31, 2019 · 27 filings
SEC status approved since Jul 5, 2019
RAUM
$307M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
85%
$262M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
11
5 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$307M as of Mar 29, 2024
Mar 30, 2020$27.6M then
HNW client RAUM$95.0M as of Mar 29, 2024
Mar 30, 2020$15.9M then
State-registered IARs (5.B.3)2 as of Mar 29, 2024
Mar 30, 20207 then
Employees (5.A)11 as of Mar 29, 2024
Mar 30, 202011 then
Private funds: no history
RAUM +4.8% over the last fiscal year+29% a year over threeIARs 8 to 2offices 5 to 4
Practice profile
derived from the filing of May 29, 2024; every figure names its basis
RAUM per advisor
$154MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
325derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.7MderivedHNW RAUM over HNW clients
Average account
$273,180derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
5.5derivedItem 5.A over advisors
Advisors per office
0.4derived5 offices incl. principal (1.F.5)
RAUM growth, one year
+4.8%derivedbetween the last two annual amendments
Advisor growth, one year
-75%derivedItem 5.B.3 between annual amendments
Client growth, one year
-2.7%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 consultingreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$167M54%
  • High-net-worth individuals$95.0M31%
  • Corporations and businesses$43.9M14%
  • Charitable organizations$1.2M0.4%
Individual clients
623reported
HNW clients
26reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1,124reported
Financial planning clients
11-25reported
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 04/2019 · owns less than 5%
    • Dalma Tonya Smith · Chief Compliance Officercontrol
      since 04/2024 · owns less than 5%
    • Currier John Goodson · Membercontrol
      since 05/2019 · owns 50% to 75% of Eudaimonia Group LLC
    • Elliott Scott Poore · Partner
      since 03/2020 · owns 10% to 25%
    Entity owners
    • Eudaimonia Group LLC · Owner
      direct · owns 50% to 75%
    Related persons
    Schedule D 7.A
    Advisers that list Eudaimonia Advisors LLC as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Winchester, Tn · principal000
    Pensacola, Fl000
    Memphis, Tn000
    Offices
    Schedule D 1.F, the 25 largest
    • Nashville, TN2 employees
    • Pensacola, FL2 employees
    • Memphis, TN1 employees
    • , 1 employees
    What changed
    consecutive filings, newest first
    • Other offices · 5 to 4
      Mar 29, 2024 to May 29, 2024
    • Accounts · 1,056 to 1,124
      Apr 4, 2023 to Mar 29, 2024
    • Advisory employees · 6 to 5
      Apr 4, 2023 to Mar 29, 2024
    • Corporate clients · unset to 8.0
      Apr 4, 2023 to Mar 29, 2024
    • HNW clients · 75 to 26
      Apr 4, 2023 to Mar 29, 2024
    • Individual clients · 592 to 623
      Apr 4, 2023 to Mar 29, 2024
    • Employees · 15 to 11
      Apr 4, 2023 to Mar 29, 2024
    • State-registered IARs · 8 to 2
      Apr 4, 2023 to Mar 29, 2024
    • Discretionary RAUM · $293M to $307M
      Apr 4, 2023 to Mar 29, 2024
    • HNW RAUM · $156M to $95.0M
      Apr 4, 2023 to Mar 29, 2024
    • Individual RAUM · $119M to $167M
      Apr 4, 2023 to Mar 29, 2024
    • RAUM · $293M to $307M
      Apr 4, 2023 to Mar 29, 2024
    • Accounts · 925 to 1,056
      Nov 8, 2022 to Mar 30, 2023
    • Corporate clients · 11.0 to unset
      Nov 8, 2022 to Mar 30, 2023
    • HNW clients · 83 to 75
      Nov 8, 2022 to Mar 30, 2023
    • Individual clients · 831 to 592
      Nov 8, 2022 to Mar 30, 2023
    • Employees · 13 to 15
      Nov 8, 2022 to Mar 30, 2023
    • Insurance-licensed employees · 0 to 2
      Nov 8, 2022 to Mar 30, 2023
    • State-registered IARs · 6 to 8
      Nov 8, 2022 to Mar 30, 2023
    • Other offices · 8 to 5
      Nov 8, 2022 to Mar 30, 2023
    • Discretionary RAUM · $314M to $293M
      Nov 8, 2022 to Mar 30, 2023
    • HNW RAUM · $167M to $156M
      Nov 8, 2022 to Mar 30, 2023
    • Individual RAUM · $145M to $119M
      Nov 8, 2022 to Mar 30, 2023
    • RAUM · $314M to $293M
      Nov 8, 2022 to Mar 30, 2023
    • Accounts · 306 to 925
      Mar 12, 2021 to Mar 28, 2022
    • Advisory employees · 7 to 6
      Mar 12, 2021 to Mar 28, 2022
    • Corporate clients · 12 to 11
      Mar 12, 2021 to Mar 28, 2022
    • HNW clients · 34 to 83
      Mar 12, 2021 to Mar 28, 2022
    • Individual clients · 259 to 831
      Mar 12, 2021 to Mar 28, 2022
    • Employees · 14 to 13
      Mar 12, 2021 to Mar 28, 2022
    • State-registered IARs · 7 to 6
      Mar 12, 2021 to Mar 28, 2022
    • Other offices · 5 to 8
      Mar 12, 2021 to Mar 28, 2022
    • Discretionary RAUM · $145M to $314M
      Mar 12, 2021 to Mar 28, 2022
    • HNW RAUM · $36.3M to $167M
      Mar 12, 2021 to Mar 28, 2022
    • Individual RAUM · $72.3M to $145M
      Mar 12, 2021 to Mar 28, 2022
    • RAUM · $145M to $314M
      Mar 12, 2021 to Mar 28, 2022
    • Accounts · 122 to 306
      Jan 8, 2021 to Mar 9, 2021
    • BD registered reps · 1 to 2
      Jan 8, 2021 to Mar 9, 2021
    • Corporate clients · unset to 12.0
      Jan 8, 2021 to Mar 9, 2021
    • HNW clients · 7 to 34
      Jan 8, 2021 to Mar 9, 2021
    Signals
    12 dated events
    • Eudaimonia Advisors Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $307.1M)
      May 2, 2025 · Left the SEC roster · derived
    • Scott Elliott Poore left Eudaimonia Advisors Llc for Kingswood Wealth Advisors, Llc (registered 2026-03-24)
      Mar 13, 2025 · Advisor changed firm · fact
    • Jeannan Castleberry Brewer left Eudaimonia Advisors Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-22)
      Jan 22, 2025 · Advisor changed firm · fact
    • James Anthony Parrish left Eudaimonia Advisors Llc for Kingswood Wealth Advisors, Llc (registered 2024-07-17)
      Jan 22, 2025 · Advisor changed firm · fact
    • Anna Elizabeth Schoor left Eudaimonia Advisors Llc for Kingswood Wealth Advisors, Llc (registered 2024-12-02)
      Jan 22, 2025 · Advisor changed firm · fact
    • 2 advisors left Eudaimonia Advisors LLC (Winchester, TN) for Kingswood Wealth Advisors, LLC on the same day
      Jan 22, 2025 · Team lift-out · derived
    • Anthony James Parrish (Chairman) no longer on Schedule A of Eudaimonia Advisors Llc (listed 2023-04-04, absent 2024-03-29)
      Mar 29, 2024 · Control person left · inference
    • 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)
      Jun 1, 2022 · Control person left · inference
    • Eudaimonia Advisors Llc reported RAUM $313.7M, up 117% from $144.6M (2021-03-12 to 2022-03-28)
      Mar 28, 2022 · RAUM change · derived
    • Gerard Joseph Mcquaid (Chief Compliance Officer And Chief Operating Officer) appeared on Schedule A of Eudaimonia Advisors Llc
      Mar 9, 2021 · Control person joined · fact
    • Anthony James Parrish (Chairman) appeared on Schedule A of Eudaimonia Advisors Llc
      Jul 30, 2019 · Control person joined · fact
    • Eudaimonia Advisors filed its initial SEC registration (Form ADV)
      May 31, 2019 · First SEC registration · fact
    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