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S.C. THOMAS & ASSOCIATES, CPA, LLC

MEDINA, OH · CRD 121666 · IAPD ↗ · scthomascpa.com · 330-725-3162

$104.6MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — S.C. THOMAS & ASSOCIATES, CPA, LLC (MEDINA, OH) is newly SEC-registered with $104.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.