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Randall Singh Shoker

Advisor at Shoker Investments — Oxford, OH

Updated today

Credentials

Series 63, Series 65

Experience

34 years

Location

Oxford, OH

Shoker Investments logo

Shoker Investments

Team

Total advisors

3

Clients per advisor

64 Typical

Avg AUM per client

$2,613,473 Very High

HNW client ratio

55% High

About

Randall Shoker is a financial advisor at Shoker Investments in Oxford, OH, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has led Shoker Investment Counsel Inc. since 2003. Shoker Investments provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government clients. The firm employs a strategic asset-allocation framework combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the use of leverage or equity option strategies when authorized.

Client services

Based on Shoker Investments

Portfolio management Newsletters or periodicals

Expertise

Based on Shoker Investments

Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%

Other

Account minimum: $2,000,000 Fee-only: Strictly fee-only; no commissions or other compensation accepted.

Location

Oxford, OH

Oxford OH

Advisors at this office

3

Most active in

Indiana · Kentucky · Ohio

Work history

34 years of industry experience

Shoker Investment Counsel Inc.

2003 - Present • 23 years

Oxford, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Donald F

ChFC®, Series 63

Fairfield Township, OH

Donald Felty, LLC

Donald Felty Sr. is a financial advisor with Donald Felty, LLC, holding the ChFC® and Series 63 designations and bringing 26 years of industry experience. He has worked at Donald Felty LLC since 2001 and has been affiliated with Transamerica Life Services since 1986. Donald Felty LLC provides discretionary asset management primarily for individuals, including high-net-worth clients, as well as trusts and business entities. The firm employs a combination of technical analysis, fundamental analysis, and Modern Portfolio Theory to construct tailored investment portfolios, managing stocks, bonds, mutual funds, ETFs, REITs, and options with ongoing supervision.

Active portfolio management Options & derivatives strategies Real estate investing
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Eric H

CFP®, Series 66

Fairfield, OH

Rik Saylor Financial, Inc.

Eric Hamberg is a CFP® professional with 19 years of industry experience, currently serving at Rik Saylor Financial, Inc. He has held roles at Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. Hamberg serves as a board member and treasurer for Sweet Cheeks Diaper Bank, a nonprofit charity supporting unprivileged babies. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, utilizing a range of asset classes and third-party technology platforms to support account management and reporting.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Nathanial P

Series 63, Series 65

Fairfield, OH

Rik Saylor Financial, Inc.

Nathanial Parker is a financial advisor at Rik Saylor Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. Outside of advising, he serves as a notary public. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk-assessment tools, allocating across various asset classes including ETFs, equities, debt instruments, options, and alternative investments.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
user avatar

Rik S

Series 63, Series 66

Fairfield, OH

Rik Saylor Financial, Inc.

Rik Saylor is a financial advisor with 31 years of industry experience, currently operating through Rik Saylor Financial, Inc. He holds Series 63 and Series 66 credentials and has worked at firms including Savvy, Triad Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory work, he owns a business consulting firm focused on business evaluation and exit planning. Rik Saylor Financial provides discretionary investment and wealth management, financial planning, and limited-scope consulting to individuals, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using client interviews and risk assessments, investing across various asset classes including ETFs, equities, debt, options, and alternative investments.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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Kevin R

Series 65

Oxford, OH

Shoker Investments

Kevin Rybka is a financial advisor at Shoker Investments in Oxford, OH, holding a Series 65 designation. He joined Shoker Investment Counsel, Inc. in 2024 and has prior experience at TFO Wealth Partners and Vested Risk Strategies, along with periods as a full-time student. Before entering the financial industry, he worked at Jimmy's Lawn Service for three years. Shoker Investments provides discretionary portfolio management and integrated financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and government entities. The firm employs a strategic asset-allocation approach combining individual stocks, low-cost index funds, and selected fixed-income securities, managing portfolios on a discretionary basis with attention to after-tax efficiency and the option to use leverage or equity option strategies.

Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
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Chelsea V

Series 65

Oxford, OH

Shoker Investments

Chelsea Vitale is a Series 65-credentialed advisor at Shoker Investments with two years of industry experience. Prior to joining Shoker Investments in 2024, she worked at Covermymeds and Randstad Technologies, totaling ten years of professional experience outside of financial advising. Shoker Investment Counsel, Inc. provides discretionary portfolio management and integrated financial planning to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with a long-term investment approach using individual stocks, low-cost index funds, and bonds, alongside comprehensive client communications and specialized services such as leverage and equity options for qualified clients.

Income planning Retirement income strategy Debt management Cash flow / budgeting Tax-loss harvesting
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