# S.C. Thomas & Associates, CPA, LLC > 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. - CRD: 121666 - Filed as: S.C. THOMAS & ASSOCIATES, CPA, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Medina, OH - Filing period: October 2026 - Form ADV filing dated: March 19, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121666 - AdvisorCensus page: https://advisorcensus.com/firm/s-c-thomas-and-associates-cpa-llc-medina-oh-121666 ## Quick answers **How is S.C. Thomas & Associates, CPA, LLC compensated?** 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. **How much does S.C. Thomas & Associates, CPA, LLC charge?** 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. **Where is S.C. Thomas & Associates, CPA, LLC located?** S.C. Thomas & Associates, CPA, LLC's principal office is in Medina, OH, according to its Form ADV. **Is S.C. Thomas & Associates, CPA, LLC registered with the SEC or a state?** S.C. Thomas & Associates, CPA, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 121666. **How much does S.C. Thomas & Associates, CPA, LLC manage?** 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). **What types of clients does S.C. Thomas & Associates, CPA, LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (29). **Which custodians does S.C. Thomas & Associates, CPA, LLC use?** 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. **Does S.C. Thomas & Associates, CPA, LLC report any disciplinary disclosures?** 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 **Does S.C. Thomas & Associates, CPA, LLC state an account minimum?** 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." **What changed in S.C. Thomas & Associates, CPA, LLC's recent Form ADV filings?** In the May 2026 filing data: Newly registered with the SEC. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges ### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026) - Account minimum: $500,000 (the brochure says it may be waived or negotiated) > 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. - Hourly rate: $250 an hour (Project-Based Financial Planning) > We charge an hourly fee for Project-Based Financial Planning. Our hourly rate is $250. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. 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. ### Regulatory assets under management (Item 5.F) - Total: $104,552,674 - Discretionary: $104,467,266 - Non-discretionary: $85,408 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 79 | $28,806,139 | | High net worth individuals | 29 | $75,746,535 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2026 (0 years) - Employees: 2 total, 1 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: FL, OH, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - [scthomascpa.com](https://scthomascpa.com) ## Changes in the filing (last 12 months) ### May 2026 - Newly registered with the SEC. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. S.C. Thomas & Associates, CPA, LLC (CRD 121666): Form ADV filing data as of October 2026.