What departments does Equity Concepts LLC have?

Equity Concepts LLC has employees across 2 departments including Finance, Administrative.

What is the largest department at Equity Concepts LLC?

The largest department at Equity Concepts LLC is Finance with 2 employees.

Where are Equity Concepts LLC employees located globally?

Equity Concepts LLC has employees across 3 continents and 3 countries including Nigeria, India, United States Of America.

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

Equity Concepts LLC's team has decreased from approximately 10 to 8 employees based on available data.

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.

Equity Concepts LLC Global Highlights

North America
21

United States Of America
21

Africa
2

Nigeria
2

Asia
1

India
1

Equity Concepts LLC's Leadership

W. T. S.
Chief Relationship Builder
Mobile Phone
Email
J. R.
Co-Founder And Managing Partner
Mobile Phone
Email
A. W.
Managing Director Of Investment Strategy
Mobile Phone
Email
A. P.
Director Of Tax Services
Mobile Phone
Email
I. A.
Managing Director
Mobile Phone
Email
C. H.
Partner I Wealth Manager
Mobile Phone
Email
H. S.
Wealth Manager
Mobile Phone
Email
D. W.
Wealth Manager
Mobile Phone
Email

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 Info

Location

Last Update

J. C.
Wealth Manager
Mobile Phone
Email
Jun 26, 2026
P. H.
Relationship Manager
Mobile Phone
Email
United StatesVirginia
May 28, 2026
P. P.
Wealth Manager
Mobile Phone
Email
United StatesVirginia
Jul 26, 2024
G. D.
Wealth Manager
Mobile Phone
Email
United StatesVirginia
Dec 22, 2025
S. M.
Financial Planning Associate
Mobile Phone
Email
United StatesVirginia
Mar 25, 2026
R. D.
Relationship Associate
Mobile Phone
Email
United StatesVirginia
Dec 22, 2025
A. G.
Client Liason
Mobile Phone
Email
United States
Oct 23, 2024
B. M.
Client Services Associate
Mobile Phone
Email
Dec 22, 2025
R. D.
Relationship Associate
Mobile Phone
Email
United StatesVirginia
Jun 01, 2026

Frequently Asked Questions

What is Equity Concepts LLC known for?

Equity Concepts LLC was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 2550 Gaskins Road Henrico, Virginia 23238 United States. Explore Equity Concepts LLC's company overview page for more information.

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

Equity 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?

Equity Concepts LLC has approximately 19 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

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

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

Chief Relationship Builder: W. T. S.
Co-Founder And Managing Partner: J. R.
Managing Director Of Investment Strategy: A. W.
Director Of Tax Services: A. P.
Managing Director: I. A.

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Equity Concepts LLC Employee Directory

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