Overview
Assets Under Management: $105 million
Headquarters: MEDINA, OH
High-Net-Worth Clients: 29
Average Client Assets: $2.6 million
Frequently Asked Questions
S.C. THOMAS & ASSOCIATES, CPA, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121666), S.C. THOMAS & ASSOCIATES, CPA, LLC is subject to fiduciary duty under federal law.
S.C. THOMAS & ASSOCIATES, CPA, LLC is headquartered in MEDINA, OH.
S.C. THOMAS & ASSOCIATES, CPA, LLC serves 29 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, S.C. THOMAS & ASSOCIATES, CPA, LLC offers financial planning and portfolio management for individuals. View all service details ↓
S.C. THOMAS & ASSOCIATES, CPA, LLC manages $105 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, S.C. THOMAS & ASSOCIATES, CPA, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.45%
Average Client Assets: $2.6 million
Total Client Accounts: 265
Discretionary Accounts: 264
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 121666
Filing ID: 2070148
Last Filing Date: 2026-03-19 11:33:53