S.c. Thomas & Associates, Cpa, LLC
● SEC registered since 2026CRD 121666SEC# 801-135895Medina, OH
Reg. AUM
$104.6M
Employees
2
Accounts
265
Location
Medina, OH
About S.c. Thomas & Associates, Cpa
S.C. Thomas & Associates is a CPA firm offering tax, accounting, wealth management, and financial advisory services. It provides personalized retirement planning, budgeting, and taxation support tailored to individual clients.
Summary based on the firm’s website.
S.c. Thomas & Associates, Cpa, LLC assets under management
S.c. Thomas & Associates, Cpa, LLC operates as an SEC-registered investment adviser based in Medina, OH. The firm has been registered since 2026. It reports $104.6 million in regulatory assets under management and employs 2 people.
S.c. Thomas & Associates, Cpa, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sandra Catherine Thomas Control | Owner/Chief Compliance Officer | Over 75% | 1989 |
Frequently asked questions
How much does S.c. Thomas & Associates, Cpa, LLC manage?
S.c. Thomas & Associates, Cpa, LLC reports $104.6 million in regulatory assets under management on its Form ADV.
How many employees does S.c. Thomas & Associates, Cpa, LLC have?
S.c. Thomas & Associates, Cpa, LLC reports 2 employees.
Where is S.c. Thomas & Associates, Cpa, LLC located?
S.c. Thomas & Associates, Cpa, LLC is based in Medina, OH and has been SEC-registered since 2026.
Does S.c. Thomas & Associates, Cpa, LLC disclose fund performance?
S.c. Thomas & Associates, Cpa, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3599 Reserve Commons Dr, Medina, OH 44256 |
| Phone | 330-725-3162 |
| Fax | 330-723-4798 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104.6MNo change
Mar '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$104.6Mregulatory AUM
Discretionary $104.5MNon-discretionary $85K