{
  "crd_number": 121666,
  "slug": "s-c-thomas-and-associates-cpa-llc-medina-oh-121666",
  "primary_business_name": "S.C. THOMAS & ASSOCIATES, CPA, LLC",
  "legal_name": "S.C. THOMAS & ASSOCIATES, CPA, LLC",
  "dbas": [],
  "city": "Medina",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-17",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 104552674.0,
  "raum_discretionary": 104467266.0,
  "raum_non_discretionary": 85408.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 28806139.0,
      "count": 79
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 75746535.0,
      "count": 29
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "OH",
    "TX"
  ],
  "websites": [
    "https://scthomascpa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121666",
  "city_as_filed": "MEDINA",
  "url": "https://advisorcensus.com/firm/s-c-thomas-and-associates-cpa-llc-medina-oh-121666",
  "display_name": "S.C. Thomas & Associates, CPA, LLC",
  "summary": "S.C. Thomas & Associates, CPA, LLC is an SEC-registered investment advisory firm in Medina, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. S.C. Thomas & Associates, CPA, LLC (CRD 121666): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is S.C. Thomas & Associates, CPA, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), S.C. Thomas & Associates, CPA, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does S.C. Thomas & Associates, CPA, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $250 an hour (Project-Based Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is S.C. Thomas & Associates, CPA, LLC located?",
      "a": "S.C. Thomas & Associates, CPA, LLC's principal office is in Medina, OH, according to its Form ADV."
    },
    {
      "q": "Is S.C. Thomas & Associates, CPA, LLC registered with the SEC or a state?",
      "a": "S.C. Thomas & Associates, CPA, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 121666."
    },
    {
      "q": "How much does S.C. Thomas & Associates, CPA, LLC manage?",
      "a": "S.C. Thomas & Associates, CPA, LLC reports $104,552,674 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does S.C. Thomas & Associates, CPA, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (29)."
    },
    {
      "q": "Which custodians does S.C. Thomas & Associates, CPA, LLC use?",
      "a": "S.C. Thomas & Associates, CPA, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does S.C. Thomas & Associates, CPA, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121666"
    },
    {
      "q": "Does S.C. Thomas & Associates, CPA, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 says: \"In general, we require a minimum asset level of $500,000 to establish an investment advisory relationship. This minimum account size may be waived at the Firm’s discretion.\""
    },
    {
      "q": "What changed in S.C. Thomas & Associates, CPA, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (Project-Based Financial Planning)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum asset level of $500,000 to establish an investment advisory relationship. This minimum account size may be waived at the Firm’s discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Project-Based Financial Planning)"
        ],
        "quotes": [
          "We charge an hourly fee for Project-Based Financial Planning. Our hourly rate is $250."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Project-Based Financial Planning"
        }
      ]
    },
    "quotes": [
      "In general, we require a minimum asset level of $500,000 to establish an investment advisory relationship. This minimum account size may be waived at the Firm’s discretion.",
      "We charge an hourly fee for Project-Based Financial Planning. Our hourly rate is $250."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/s-c-thomas-and-associates-cpa-llc-medina-oh-121666.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 79,
      "fewer_than_5": false,
      "raum": 28806139.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 75746535.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/121666",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}