S.C. Thomas & Associates, CPA, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
3599 Reserve Commons Dr
Medina OH 44256
Advisors at this office
1
Most active in
Florida · Ohio · Texas
Also doing business as
S.C. Thomas & Associates, Cpa · S.C. Thomas & Associates, Cpa, LLC · Sandra C. Thomas, Cpa · Thomas, Sandra Catherine
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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