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Equity Concepts LLC Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Equity Concepts LLC is a financial services firm based in Henrico, Virginia. Founded in 1991 by Michael Thaler, with John Robinson joining soon after, the firm has built a practice centered on service and access to institutional investment opportunities. It delivers comprehensive investment and financial services to individuals, families, businesses, and institutions.

The firm emphasizes risk management, aiming to control portfolio volatility and emphasize actual returns rather than trying to beat the market. Its approach positions portfolios to shield against downside while preserving upside potential, with expertise in alternative investments that are not correlated with broader markets. The overall objective is long-term wealth stewardship and helping clients realize their full financial potential.

Find Equity Concepts LLC employees' phone numbers or email addresses

Equity Concepts LLC Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Africa
1

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  • Nigeria
    1

Equity Concepts LLC's Leadership

  • Stylized image of a person
    I. A.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    J. C.
    Wealth Manager
    Mobile Phone
  • Stylized image of a person
    B. M.
    Client Services Associate
    Mobile Phone

Equity Concepts LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Information Technology
  • Real Estate
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from Equity Concepts LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    I. A.
    Managing Director
    Mobile Phone
    Nigeria
    Sep 15, 2024
  • Stylized image of a person
    J. C.
    Wealth Manager
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    B. M.
    Client Services Associate
    Mobile Phone
    Dec 22, 2025

Frequently Asked Questions

What is Equity Concepts LLC known for?

Minus sign iconPlus sign iconEquity Concepts LLC was founded in 1991 operates in the Financial Services industry. Explore Equity Concepts LLC's company overview page for more information.

What is Equity Concepts LLC's most common email format?

Minus sign iconPlus sign iconEquity Concepts LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equity Concepts LLC email formats with LeadIQ.

How many employees does Equity Concepts LLC have currently?

Minus sign iconPlus sign iconEquity Concepts LLC has approximately 20 employees as of August 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Equity Concepts LLC's key employees and leadership?

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As of August 2026, Equity Concepts LLC's key employees include:

  • Managing Director: I. A.
  • Wealth Manager: J. C.
  • Client Services Associate: B. M.

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