S.C. Thomas & Associates, CPA, LLC

S.C. THOMAS & ASSOCIATES, CPA, LLC is an SEC-registered investment adviser in MEDINA, OH, registered since 2026. The firm manages $105 million in assets, $104...

S.C. Thomas & Associates, CPA, LLC

S.C. THOMAS & ASSOCIATES, CPA, LLC is an SEC-registered investment adviser in MEDINA, OH, registered since 2026. The firm manages $105 million in assets, $104 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at S.C. Thomas & Associates?

No publicly named investment principals are on record for this firm. The firm is registered as a CPA practice, suggesting investment decisions are made internally by the founding accountant or family representatives.

How does S.C. Thomas & Associates source proprietary deal flow?

There is no public evidence of a proprietary deal-sourcing engine. Given its CPA orientation, the firm likely relies on personal networks and existing client relationships rather than institutional sourcing teams.

Is S.C. Thomas & Associates structured as a single family office or does it operate more like an asset manager?

The firm is designed as a single-family office integrated with a CPA practice, not as a multi-family office or external asset manager. Its structure prioritizes the financial affairs of one family over external client fundraising.

What investment stages does S.C. Thomas & Associates typically target?

No public information defines the firm's stage preferences. Traditional CPA-led family offices generally focus on liquid public markets and direct real estate rather than venture or growth equity stages.

Which sectors does S.C. Thomas & Associates explicitly avoid?

No sector avoidance list is publicly documented. The firm's disclosed investment focus is unknown, limiting this analysis to general high-level assumptions.

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