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S.C. THOMAS & ASSOCIATES, CPA, LLC
CRD 121666File 801-135895
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$104.6M
Bottom 25% of cohort (national)
Discretionary AUM
$104.5M
Non-discretionary $85K
Clients
108
265 accounts
Employees
2
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 17, 2026
- Principal office
- 3599 RESERVE COMMONS DR, MEDINA, OH, 44256
- Phone
- 330-725-3162
- Website
- https://www.scthomascpa.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.6M
- Discretionary AUM
- $104.5M
- Non-discretionary AUM
- $85K
- Discretionary accounts
- 264
- Non-discretionary accounts
- 1
- Total accounts
- 265
- AUM per client
- $968K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 29 | $75.7M |
| Individuals (other than high net worth individuals) | 79 | $28.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.