← Tributary

EUDAIMONIA ASSET MANAGEMENT, LLC

WINCHESTER, TN · CRD 299379 · IAPD ↗ · 931-968-1127

$246.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — EUDAIMONIA ASSET MANAGEMENT, LLC reported RAUM up 27% ($194.8M -> $246.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
August 2025 — EUDAIMONIA ASSET MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
August 2025 — EUDAIMONIA ASSET MANAGEMENT, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.