Dakota
Dakota
Book a Demo
Talk to an Expert

S.C. Thomas & Associates, CPA, LLC

EST. AUM
$93,016,249

CONTACTS

CLIENT ACCOUNTS
274

Firm Details

Metro area Cleveland
CRD Number 121666
Website scthomascpa.com
Client types

Overview

S.C. Thomas & Associates, CPA, LLC is an independent, income-based investment advisory firm and Certified Public Accounting firm headquartered in Medina, Ohio. Founded in 1989, the firm specializes in the financial needs of individuals approaching or in retirement, utilizing an investment philosophy that prioritizes stable income generation over capital gains to mitigate market volatility. Their strategy is built on fundamental research, including the analysis of financial data and SEC filings, rather than automated algorithms or mainstream trends.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy