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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2014
- Office Locations
- 1
Office Locations
About S.c. Thomas & Associates, CPA, LLC
S.C. Thomas & Associates, CPA, LLC is a Medina, OH CPA firm providing integrated tax, accounting and personalized wealth management/financial advisory support, including retirement and budgeting/planning, for clients nationwide. Investment work centers on asset allocation using ETFs and mutual funds with some fixed income, custodying through Charles Schwab. Notable for stringent data security: encrypted records on a separate internal network with offline, off-premise backups.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
SANDRA CATHERINE THOMAS
Chief Compliance Officer, Owner, Principal
- CRD
- #4557650
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,467,266 | $395,709 |
| Non-Discretionary | $85,408 | $85,408 |
| Total | $104,552,674 | $394,538 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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