EUDAIMONIA ASSET MANAGEMENT, LLC

Overview

Eudaimonia Asset Management, LLC is an independent registered investment adviser focused on discretionary portfolio management and financial planning for both individual and institutional clients. Registered with the SEC in 2019, the firm positions itself as an equity-oriented manager: its reported asset mix heavily favors exchange-traded equities and ETFs while also incorporating third‑party mutual funds and alternative managers where appropriate. Service lines extend beyond portfolio management to include financial planning, publication of periodic research or newsletters, and educational seminars or workshops, indicating a client-facing, advisory model that combines ongoing portfolio oversight with investor education and communication. The firm serves a mix of individuals, families and institutional clients and operates under an "other" fee arrangement (not a simple AUM-only model), which can reflect customized billing structures for different client types. Eudaimonia does not identify as an active ESG investor and is not listed as a multi-state adviser; it also does not function as a capital allocator. Its operating structure is a limited liability company owned by a domestic entity/individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices