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| Eudaimonia Asset Management LLC
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| CRD # | 299379 |
| SEC # | 801-114588 |
| CIK # | |
| AUM | 246.9 M (2026-03-31) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 931-968-1127 |
| Address | 1791 Bypass Rd Winchester, TN 37398 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 5 – Fees and Compensation
The following paragraphs detail the fee structure and compensation methodology for services provided by the Firm.
Each Client engaging the Firm for services described herein shall be required to enter into one or more written
agreements/a written agreement with the Firm.
Eudaimonia Asset Management, LLC
1791 Bypass Road, Winchester, TN 37398
Phone: (931) 968-1127 * Fax: (931) 962-4783
https://www.eudaimoniagroup.com/
A. Fees for Advisory Services
EAM offers its investment strategy and portfolio modeling services to other outside investment advisers on a sub-
advisory basis. EAM regularly provides these services to the affiliated registered investment advisors of Kingswood
Wealth Advisors, LLC. These services also include UMA programs, and EAM receives a share of the fees collected
from the investment adviser’s clients. The notice of termination requirement and payment of fees for sub-adviser
services will depend on the specific investment adviser engaging EAM. This relationship will be memorialized in a
contract between EAM and each investment adviser.
B. Fee Billing
The EAM platform fee will be withdrawn from clients’ accounts as a single debit combined with the fee charged by
your investment advisor representative as detailed in the EAM Statement of Investment Selection on a quarterly
basis. For questions concerning these fees please contact the investment advisor representative servicing your
account(s).
C. Other Fees and Expenses
Clients are responsible for the payment of all third-party fees (i.e., custodian fees, brokerage fees, mutual fund fees,
transaction fees, Platform fees, etc.). Those fees are separate and distinct from the fees and expenses charged by
EAM. Please see Item 12 of this brochure for additional detail regarding broker-dealer/custodian relationships
Accounts obtaining services through the programs of EAM will be assessed an asset-based platform fee as stated
here. As participation in EAM programs increases by a participating IAR, breakpoints are provided to reduce the
access fee. This breakpoint reduction is based upon overall economies of scale and will directly reduce the cost of
the account(s) for each client of IAR. The IAR does not receive any benefit from the breakpoints. EAM
acknowledges that providing access fee breakpoints in this manner does provide a type of inducement to utilize the
programs of EAM. The Firm mitigates such conflict through its oversight efforts and acknowledging each breakpoint
reduction directly reduces the revenues to the Firm as charges are reduced for clients.
EAM Product Client Access Platform Fee
SEAM 13 basis points
EAM Unified Managed Account (UMA) 19 basis points
Small Account Solution 15 basis points
D. Advance Payment of Fees and Termination
Investment Management Services
Fees for EAM services are collected in advance by the registered investment advisor servicing your account. For
questions regarding payment and refund of fees please reference the disclosure documents provided by the
registered investment advisor servicing your account or consult with your investment advisor representative.
E. Compensation for Sales of Securities
EAM does not buy or sell securities to earn commissions and does not receive any compensation for securities
transactions in any Client account, other than the investment advisory fees noted above.
John Goodson is also a registered representative of Kingswood Capital Partners, LLC (“KCP”). Neither the Adviser
nor Supervised Person will earn ongoing investment advisory fees in connection with any products or services
implemented in the IAR’s separate capacity as a registered representative. Please see Item 10 – Other Financial
Industry Activities and Affiliations.
Certain Supervised Persons are also licensed as independent insurance professionals. Clients are under no
obligation, contractually or otherwise, to purchase insurance products through any person affiliated with the Adviser.
Please see Item 10 – Other Financial Industry Activities and Affiliations.
Eudaimonia Asset Management, LLC
1791 Bypass Road, Winchester, TN 37398
Phone: (931) 968-1127 * Fax: (931) 962-4783
https://www.eudaimoniagroup.com/ |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2026) [Brochure] |
|---|
Item 7 – Types of Clients EAM may offer investment advisory services to affiliated and unaffiliated investment advisers on a sub- advisory basis. Certain investment strategies within SEAM can require a minimum invested amount to implement its investment process for a particular strategy. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 567 | 128.8 |
| (b) Individuals (high net worth individuals) | 111 | 112.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.1 |
| (h) Charitable organizations | 2 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 985 | 246.9 |
| By Discretionary | ||
| Discretionary | 985 | 246.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 985 | 246.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.9 | |
| Total | 985 | 246.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Related Firms | State | AUM |
|---|---|---|
|
Eudaimonia Asset Management LLC
✚
|
TN | 246.9 M |
|
Eudaimonia Advisors LLC
✚
|
TN |
| Comparable Firms | State | AUM |
|---|---|---|
|
KBC Holdings LLC
✚
|
249.0 M | |
|
Aegis Wealth Group LLC
✚
|
UT | 247.7 M |
|
Tenet Wealth Partners LLC
✚
|
IL | 246.9 M |
|
17 Capital Partners LLC
✚
|
AZ | 246.4 M |
|
Sierra Pacific Private Wealth LLC
✚
|
CA | 245.9 M |
|
Wealthway Financial Advisors
✚
|
VA | 245.6 M |
|
Legacy Solutions LLC
✚
|
PA | 243.8 M |
|
Rinaldi Wealth Management Inc
✚
|
FL | 243.2 M |
|
Retirewise Tax and Wealth Advisors Inc
✚
|
KS | 242.8 M |
|
210 Wealth Management Inc
✚
|
IL | 242.8 M |