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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

EXECUTIVE MONEY MANAGERS, INC.

CRD 128362

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Search this name across graphsid dfx:ria:1d8fe418-51bd-642a-1a75-4fbbe8eb737f

Data as of May 24, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 23, 2011 to May 24, 2012
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $61.1MItem 5.F on the latest filing (2012-05-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $61.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $15.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 518
SEC number: 801-67730
CRD: 128362
Filings on the tape: 5
First filed: Nov 23, 2011
Latest filed: May 24, 2012
Organised: Corporation, Georgia

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOEL HUBBARD	n/a	MARIETTA, GA	22	38	n/a	no
MARGARET DALLY HUBBARD	n/a	MARIETTA, GA	22	40	n/a	no
BENJAMIN A. EGGERS	n/a	SOCIAL CIRCLE, GA	15	16	n/a	no
Dally Hubbard East	n/a	SOCIAL CIRCLE, GA	9	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HUBBARD, JOEL	President	E	yes	11/1989	Nov 23, 2011	May 24, 2012
HUBBARD, MARGARET, DALLY	CHIEF COMPLIANCE OFFICER	Na	yes	11/1989	Nov 23, 2011	May 24, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JOEL HUBBARD, CPA, P.C.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 12, 2012	$61.1M	$61.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$61.1M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Registered with (4)

← Dally Hubbard EastAdvisorregistration: current employment
Apr 28, 2017 to presentfactForm ADV
← BENJAMIN A. EGGERSAdvisorregistration: current employment
Oct 25, 2010 to presentfactForm ADV
← MARGARET DALLY HUBBARDAdvisorregistration: current employment
Nov 7, 2003 to presentfactForm ADV
← JOEL HUBBARDAdvisorregistration: current employment
Oct 1, 2003 to presentfactForm ADV

Controls (2)

← HUBBARD, JOELOwnerPRESIDENT, ownership code E, individual
Nov 23, 2011 to presentfactForm ADV
← HUBBARD, MARGARET, DALLYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 23, 2011 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d8fe418-51bd-642a-1a75-4fbbe8eb737f
First observed: Nov 23, 2011
Last observed: May 24, 2012 174 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EXECUTIVE MONEY MANAGERS, INC.

CRD 128362

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1d8fe418-51bd-642a-1a75-4fbbe8eb737f

Data as of May 24, 2012 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOEL HUBBARD

n/a

MARIETTA, GA

n/a

MARGARET DALLY HUBBARD

n/a

MARIETTA, GA

n/a

BENJAMIN A. EGGERS

n/a

SOCIAL CIRCLE, GA

n/a

Dally Hubbard East

n/a

SOCIAL CIRCLE, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HUBBARD, JOEL

President

yes

11/1989

Nov 23, 2011

May 24, 2012

HUBBARD, MARGARET, DALLY

CHIEF COMPLIANCE OFFICER

yes

11/1989

Nov 23, 2011

May 24, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JOEL HUBBARD, CPA, P.C.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 12, 2012

$61.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$61.1M

n/a