S.C. Thomas & Associates, CPA, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$104,552,674
Clients
108
27% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
108
Very HighAverage account size
$968,080
About
S.C. Thomas & Associates, CPA, LLC serves individual and high‑net‑worth clients as well as business clients, offering discretionary investment management, project‑based financial planning, and tax preparation services. The firm typically asks for a $500,000 minimum to establish an advisory relationship, which may be waived at its discretion.
The firm develops client‑specific investment policies through personal discussions and implements portfolios using a mix of passive and active strategies guided by modern portfolio theory, fundamental and technical analysis, and periodic asset‑allocation reviews. As a fee‑only adviser operating as a CPA practice, it incorporates tax considerations into investment decisions and coordinates planning with tax return preparation and other accounting services.
Distinctive among supported peers, the firm operates as an accounting/CPA practice that provides ongoing tax preparation and planning alongside advisory services, enabling integrated advice on issues such as business planning, employee benefits optimization, and estate planning. The firm also recently became eligible to register with the SEC, and it emphasizes limited‑scope, project‑based planning engagements for specific client needs.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
$250 for Tax Preparation (fees may be negotiable)
1% of assets under management annually
$250 per hour for Project-Based Financial Planning (fees negotiable)
Account minimum: $500,000 Fee-only: Fee-only firm, compensated solely by clients
Main office location
S.C. Thomas & Associates, CPA, LLC
3599 Reserve Commons Dr
Medina OH 44256, United States
Number of offices
1
Most active in
S.C. Thomas & Associates, CPA, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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