S.C. THOMAS & ASSOCIATES, CPA, LLC

Overview

S.C. Thomas & Associates, Cpa, LLC is an independent, owner-operated advisory practice organized as an LLC that combines accounting services with fee-based financial advice. The firm’s advisory work focuses on financial planning and portfolio management for individuals and small businesses, and it bills clients on a percentage-of-AUM basis and, where appropriate, by hourly charges. Investment activity is equity-oriented: the firm shows a clear preference for exchange-traded equities as the primary building block of client portfolios and relies on liquid, publicly traded instruments rather than allocating material capital to alternative fund managers. The firm is not positioned as a capital allocator or pension consultant, it is not an active ESG investor, and it does not register or advertise multi-state advisory services. The advisory practice works closely with clients who need both tax/accounting support and investment planning, which tends to reinforce a focus on taxable account management, tax-aware equity implementations, and straightforward mutual fund/ETF approaches rather than complex private market structures.

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