Adviser Profile
| As of Date | 04/19/2026 |
| Registration status | Registration Changed to S.C. THOMAS & ASSOCIATES, CPA, LLC |
| ADV Location | MEDINA, OH, United States |
| Contact Info | 330 xxxxxxx |
| Websites |
| AUM* | 104,552,674 34% |
| of that, discretionary | 104,467,266 34% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 394,538 22% |
| % High Net Worth | 26.85% 41% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds