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EUDAIMONIA ADVISORS LLC

1791 Bypass Road
Winchester, Tennessee 37398
Tel: (931) 968-1127

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About EUDAIMONIA ADVISORS LLC

EUDAIMONIA ADVISORS LLC, formally registered with the SEC as EUDAIMONIA ADVISORS LLC. The firm was established in 07/05/2019. They have over 5 offices throughout the country.

EUDAIMONIA ADVISORS LLC is a Winchester, Tennessee based Financial Planning firm with nearly $307,053,861 assets under management, offering retirement planning & investment advisory services to 1124 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#302001
SEC#801-116891
Assets Managed by Firm$307,053,861
No. of Clients1124
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1124$307,053,861
Individuals (other than high net worth individuals)623$166,949,829
High net worth individuals26$95,038,090
Charitable organizationsFewer than 5 clients$1,205,727
Corporations or other businesses8$43,860,215

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