Executive Money Managers, Inc. logo

Executive Money Managers, Inc.

Updated today

Client assets under management

$104,331,841

Clients

252

9% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

63

High

Average account size

$414,015

About

Executive Money Managers, Inc. serves individual and high-net-worth clients, as well as charitable organizations and business entities, providing discretionary portfolio management and advisory consulting tailored to each client's objectives. The firm manages client accounts on an ongoing basis and also offers related services such as trustee arrangements for certain client accounts.

The firm's investment approach is fundamental, value-oriented equity investing with an emphasis on balance-sheet strength and dividend yield; portfolios are monitored at least monthly and may be constructed as customized or firm-developed model portfolios, with execution often using limit or good-til-cancelled orders. It operates primarily under discretionary authority consistent with client guidelines, provides IRA rollover advice as part of retirement planning, and conducts periodic account reviews and reporting.

Noteworthy distinctions include an affiliation with an accounting practice, which the firm discloses and to which it may refer clients for accounting services, creating a potential conflict of interest. The firm also discloses that an officer may serve as trustee for certain client accounts (leading to custody and surprise-audit procedures) and that some principals maintain separate business interests in real estate and consulting that are treated as distinct from advisory activities.

Client services

Portfolio management Consulting

Expertise

Active portfolio management Options & derivatives strategies

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $250,000: 1.00% $250,001+: 0.50%

Project-based

$250 per hour, negotiable depending on client circumstances

Other

Account minimum: $50,000

Main office location

Executive Money Managers, Inc.

236 A North Cherokee Road, Unit A

Social Circle GA 30025-2850, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · North Carolina · South Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Dally E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Dally East is a financial advisor at Executive Money Managers, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at Accenture, LPP from 2010 to 2016. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets with a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Active portfolio management Options & derivatives strategies
user avatar

Benjamin E

Series 65

Social Circle, GA

Executive Money Managers, Inc.

Benjamin Eggers is a financial advisor at Executive Money Managers, Inc. in Social Circle, GA, holding a Series 65 designation with 15 years of industry experience. He has been with Executive Money Managers since 2010. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with regular portfolio monitoring and rebalancing.

Active portfolio management Options & derivatives strategies
user avatar

Margaret H

Series 65

Marietta, GA

Executive Money Managers, Inc.

Margaret Hubbard is a financial advisor at Executive Money Managers, Inc. with 22 years of industry experience. She holds a Series 65 designation and has worked at Joel Hubbard, CPA, PC since 1986. Outside of advisory services, she serves as president of Beyond Measure Consulting, Inc., a management consulting firm specializing in business planning and accounting systems. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, charitable organizations, and business entities, employing a fundamental, value-oriented equity investment approach with discretionary portfolio management and standalone advisory consulting services.

Active portfolio management Options & derivatives strategies
user avatar

Joel H

Series 65

Marietta, GA

Executive Money Managers, Inc.

Joel Hubbard is a financial advisor with Executive Money Managers, Inc. He holds a Series 65 designation and has 22 years of industry experience. He has been associated with Executive Money Managers, Inc. since 1989 and also operates a CPA practice, Joel Hubbard, CPA, P.C. Outside of advisory work, he serves on the board of Providence Bank in Alpharetta, Georgia. Executive Money Managers, Inc. is a small SEC-registered advisory firm managing approximately $82 million in client assets through a three-adviser team. The firm serves individual and high-net-worth clients, as well as charitable organizations and business entities, using a fundamental, value-oriented equity investment approach with an emphasis on companies with solid balance sheets and dividend yield.

Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")