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S.c. Thomas & Associates, CPA, LLC

SEC Registered

Financial advisory services to help you reach your goals

Medina, OHhttps://scthomascpa.com330-725-3162
Assets Under Management
$100M–$500M
Employees
2
Office Locations
1 office
Total Accounts
265

About the firm

S.C. Thomas & Associates, CPA is a Certified Public Accounting firm that has been providing tax, accounting and financial services for over 30 years. Headquartered in Medina, Ohio, we have clients from coast to coast. We believe strongly that proper advice encompasses several disciplines, and strive to bring our clients individual solutions to meet their varied needs.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

TaxAccountingWealth ManagementFinancial AdvisoryRetirement PlanningBudgetingEstate And TrustIRS RepresentationCPA

Services

Tax, accounting and financial services including wealth management, financial advisory, retirement planning, budgeting/planning, individual and business taxation, estate and trust taxation, and IRS representation.

Who they serve

Individual and business clients from coast to coast, served on a personalized basis as individuals rather than as a dollar value.

Client segmentClientsAssets managed
Individuals (Non-HNW)79$29M
High Net Worth Individuals29$76M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

Leadership

Sandra Catherine Thomas
OWNER
Sandra Catherine Thomas
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
OH
MedinaHQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#121666
SEC Number
801-135895
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Minimum: $500,000 (waivable)

Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. S.c. Thomas & Associates, CPA, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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