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S.C. THOMAS & ASSOCIATES, CPA, LLC

CRD 121666 · SEC 801-135895

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3599 RESERVE COMMONS DR, MEDINA, OH, 44256, United States

Phone

330-725-3162

Fax

330-723-4798

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$104.6M

Discretionary AUM

$104.5M

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals79$28.8M
High net worth individuals29$75.7M

States served

OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD