Eudaimonia Asset Management, Llc
- Regulatory AUM
- $247M
- Discretionary
- $247M
- Clients
- 684
- Avg AUM / client
- $361K
- Accounts
- 985
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 567 | $129M | 52.2% |
| High net worth individuals | 111 | $112M | 45.4% |
| Pension and profit sharing plans | 3 | $2.1M | 0.86% |
| Charitable organizations | 2 | $3.8M | 1.56% |
| Corporations and other businesses | 1 | $141K | 0.06% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Currier Goodson | President | Nov 2018 (8y) | ≈ 25% – 56.25% via Eudaimonia Group Llc | |
| Scott Elliott Poore | Partner | Mar 2020 (6y) | 10% – 25% | |
| Wilson, James, P. | Partner | Mar 2020 (6y) | 10% – 25% | |
| Smith, Tonya, Dalma | Director Of Operations/ | Jul 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Eudaimonia Group Llc | Owner | Mar 2020 | A | 50% – 75% |
| Lfp Capital Ltd. | Partner | Mar 2020 | A | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- John Currier Goodson: 50% – 75% of Eudaimonia Group Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • BASIS POINT PLATFORM FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Raymond James $18.7M (52% of AUM) Mar 2021
- Charles Schwab & Co. $17.1M (48% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗