What departments does Equity Concepts have?

Equity Concepts has employees across 2 departments including Finance, Support.

What is the largest department at Equity Concepts?

The largest department at Equity Concepts is Finance with 1 employees.

Where are Equity Concepts employees located globally?

Equity Concepts has employees across 2 continents and 2 countries including Nigeria, United States Of America.

How has Equity Concepts's team size changed over time?

Equity Concepts's team has remained stable from approximately 10 to 10 employees based on available data.

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Equity Concepts 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.

Equity Concepts Global Highlights

North America
20

United States Of America
20

Africa
1

Nigeria
1

Equity Concepts's Leadership

I. A.
Managing Director
Mobile Phone
Email
J. C.
Wealth Manager
Mobile Phone
Email
B. M.
Client Services Associate
Mobile Phone
Email

Equity Concepts Employee Metrics

100%

50%

2026

2025

Banking
Business
Information Technology
Real Estate
Other

Contact profiles from Equity Concepts

Name

Title

Contact

Location

Last Update

I. A.
Managing Director
Mobile Phone
Email
Nigeria
Sep 15, 2024
J. C.
Wealth Manager
Mobile Phone
Email
Jun 26, 2026
B. M.
Client Services Associate
Mobile Phone
Email
Dec 22, 2025

Frequently Asked Questions

What is Equity Concepts known for?

Equity Concepts was founded in 1991 and operates in the Financial Services industry. Explore Equity Concepts's company overview page for more information.

What is Equity Concepts's most common email format?

Equity Concepts employees' email format typically follows the pattern of First@equity-concepts.com. Trying to find reliable and up-to-date employee contact data? Find more Equity Concepts email formats with LeadIQ.

How many employees does Equity Concepts have currently?

Equity Concepts has approximately 20 employees as of September 2026. These team members are located across 2 continents, including North America and Africa.

Who are Equity Concepts's key employees and leadership?

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

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

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Equity Concepts Employee Directory

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