SourcingSourcing

S.C. THOMAS & ASSOCIATES, CPA, LLC

C48
CRD 121666·SEC 801-135895·MEDINA, OH
AUM
$104.6M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$314K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
S.C. THOMAS & ASSOCIATES, CPA, LLC
CRD
121666
SEC file #
801-135895
EIN
—
DBA names
—

Economics

AUM
$104.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other79
Individuals High Net Worth29

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
MEDINA OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
scthomascpa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THOMAS, SANDRA, CATHERINE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
THOMAS, SANDRA, CATHERINE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SCTHOMASCPA.COM
Rdap Domain Creation Date
2004-07-23T15:56:56Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-07-23T15:56:56Z
Rdap Domain Last Changed
2024-05-24T06:58:21Z
Rdap Nameservers
Ns97.worldnic.comNs98.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4557650
Trust Company Affiliate
No

People (1)

1
THOMAS, SANDRA, CATHERINE
IAR · Direct Owner · 87.5%
4557650