Eudaimonia Group

What Eudaimonia Group does

Eudaimonia Group LLC is a Nashville, Tennessee-based private platform company founded in 2016 that provides true independence and comprehensive support services to exceptional independent financial advisers across the Southeast United States. The company targets successful financial professionals seeking to break from large broker-dealers and offers a community-oriented environment emphasizing culture, collaboration, and shared resources, with affiliated offices in Nashville (headquarters at 818 18th Avenue South, Suite 950) and Winchester, Tennessee, alongside additional Southeast presence. Investment advisory services are delivered through its wholly owned subsidiary, Eudaimonia Asset Management, LLC, a federally registered investment advisor, and the firm offers branded wealth management capabilities through its LIFEVESTING product line; the Group reports firm-level assets under management of $5 billion. (Note: the firmographic input lists a founding year of 2018, while the company's own materials and historical data consistently reference 2016 as the founding year — the 2016 date is used here as it is more frequently and directly cited.)

The company has no disclosed proprietary technology stack and its product surface is relationship-driven rather than technology-driven; its core capabilities are community curation, regional office coverage, and back-office and operational infrastructure shared with strategic affiliate Kingswood US. Its go-to-market combines community-led engagement (culture, collaboration, and inclusion messaging) with a direct enterprise field-sales motion ('LET'S CONNECT TODAY') supported by phone and email outreach to prospective independent advisers. Marketing channels are primarily organic, including the EG Blog, email newsletter, LinkedIn, Facebook, and X.

Eudaimonia generates revenue through investment advisory and platform support services offered via Eudaimonia Asset Management, LLC, consistent with a recurring, fee-based model typical of RIA platforms serving independent advisers; specific pricing is not publicly disclosed and appears to be negotiated on a quote basis. The company has been recognized as a Newsweek Top Advisors firm and operates with an employee base of 11-50. Chairman James Parrish provides board-level oversight. No funding rounds, M&A activity, or revenue figures are disclosed in the available data.

Name

Eudaimonia Group

Legal name

Eudaimonia Group LLC

Website

https://eudaimoniaria.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Eudaimonia Group is a Nashville-based private platform founded in 2016 that provides independence, community, and back-office support to exceptional independent financial advisers across the Southeast US, delivering investment advisory services through its RIA subsidiary Eudaimonia Asset Management, LLC.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Services-Membership Organizations (8600)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Investment advisory services
• Independent adviser platform
• Wealth management support
• Registered investment advisor
• Financial adviser practice support

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Services: Eudaimonia Group provides investment advisory services through its affiliated registered investment advisor, Eudaimonia Asset Management, LLC. The company generates revenue by supporting independent financial advisers who manage client assets under the Eudaimonia umbrella, likely through a fee-based model typical of RIA platforms.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Eudaimonia Group operates as an elite investment group providing true independence and comprehensive practice support to independent financial advisers. The firm offers investment advisory services through its affiliated federally registered investment advisor, Eudaimonia Asset Management, LLC, and shares back-office systems and resources with Kingswood US. With $5B in firm AUM and offices throughout the southeast United States, it serves as a community and operational platform for exceptional financial advisers seeking to escape the constraints of large broker-dealers.

Product overview

Eudaimonia Group operates as an elite investment group for independent financial advisers seeking true independence. The company provides a unified platform combining culture, community, and collaboration, with affiliated services through Eudaimonia Asset Management, LLC for investment advisory. The portfolio includes LIFEVESTING, a wealth management service, all supported by systems and resources shared with Kingswood US. With $5B AUM and offices throughout the southeast, the offering integrates advisory independence with comprehensive support systems.

Differentiator

Problem solved

Functional benefit

Products and services

• Eudaimonia Group Adviser Platform An elite investment group platform providing true independence, comprehensive back-office support, culture of excellence, and a community of likeminded financial professionals for independent financial advisers seeking to leave large broker-dealers.
• Eudaimonia Asset Management, LLC Federally registered investment advisor (RIA) offering investment advisory services under common ownership and control of Eudaimonia Group, LLC. Provides the regulatory investment advisory infrastructure through which advisers manage client assets.
• LIFEVESTING

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Kingswood UScoreStrategic or Co-development PartnerKingswood US is a parent/affiliate company that provides unparalleled systems and resources shared with Eudaimonia Group. This partnership enables Eudaimonia to offer comprehensive infrastructure, operational support, and scale to independent financial advisers. The relationship is part of a larger network providing back-office and technological capabilities.
• Eudaimonia Asset Management, LLCcoreStrategic or Co-development PartnerEudaimonia Asset Management, LLC is a federally registered investment advisor and an affiliated registered investment advisor under common ownership and control of Eudaimonia Group, LLC. It is the entity through which investment advisory services are offered.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• LPL Financial: LPL Financial is the largest independent broker-dealer and RIA platform in the US, serving independent financial advisers with technology, compliance, and back-office infrastructure. It is a broad incumbent in the same adviser-support space where Eudaimonia competes, though at significantly greater scale.
• Advisor Group: Advisor Group is one of the largest independent wealth management platforms in the US, supporting multiple broker-dealer brands serving independent financial advisers. It competes broadly with Eudaimonia in the same channel.
• Raymond James Financial Services: Raymond James operates an independent contractor channel that serves independent financial advisers with practice support and RIA services. It is a broad incumbent competing for the same adviser recruitment pool.
• Ameriprise Financial: Ameriprise provides wealth management and investment advisory services through its franchise adviser channel, competing for the same HNW/UHNW client base that Eudaimonia's affiliated advisers serve.

Direct peers

• Cetera Financial Group: Cetera is a major independent adviser network and RIA platform serving independent financial professionals with practice management, technology, and investment solutions. It directly competes with Eudaimonia for the same 'independence-seeking' adviser segment.
• Cambridge Investment Research: Cambridge is a leading independent broker-dealer and RIA platform supporting thousands of independent financial advisers with custody, technology, and practice management services. It is a direct peer to Eudaimonia's RIA platform offering.
• Commonwealth Financial Network: Commonwealth is a privately held independent broker-dealer and RIA supporting independent financial advisers with practice management, technology, and compliance. It competes for the same adviser segment that Eudaimonia targets.
• HighTower Advisors: HighTower is an RIA platform built for breakaway advisers from wirehouses and broker-dealers, providing independence combined with institutional support. It directly parallels Eudaimonia's 'true independence' value proposition.
• Kestra Financial: Kestra Financial is an independent wealth management platform supporting independent financial advisers and RIAs with technology, compliance, and back-office services. It is a direct competitor in the independent-adviser platform category.

Others

• Kingswood US: Kingswood US is a Core strategic partner and affiliated parent that provides Eudaimonia with shared systems and resources. While not a direct competitor, it is the most economically and operationally related party, and a relevant peer in the independent wealth platform space.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/eudaimoniag
• Facebookfacebook.com/Eudaimonia-Group-109399910768929
• LinkedInlinkedin.com/company/eudaimoniaria

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eudaimonia Group