Shoker Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$501,786,820
Clients
192
Advisors
3
of 6 employees
About
Shoker Investment Counsel, Inc. provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, reporting roughly $493.9 million in discretionary assets for about 193 clients as of 12/31/2025. The firm operates on a fee-only basis, does not accept commissions or act as custodian, and conducts initial and follow-up client meetings without charge.
Investment implementation emphasizes strategic asset allocation with a mix of individual stocks, low-cost exchange-traded index funds, and individual bonds, applied with global diversification and attention to after-tax efficiency. The firm relies primarily on fundamental analysis (with technical and cyclical inputs), pursues a long-term approach rather than market timing, and furnishes periodic printed and electronic communications on geopolitical and market topics to clients.
Several operational and investment features in the brochure are less common among peers: Shoker discloses the availability of leverage and outright purchase of equity options for experienced or consenting clients and discusses margin and option risks explicitly. It also identifies pension and profit‑sharing plans among its client types and documents use of client standing letters of authorization (SLOAs) to effect certain transfers, which together indicate capabilities and operational practices more typical of firms serving institutional-style accounts.
Client services
Expertise
Fee options
$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%
Account minimum: $2,000,000 Fee-only: Strictly fee-only; no commissions or other compensation accepted.
Main office
Oxford OH
Advisors at this office
3
Most active in
Florida · Illinois · Indiana · Kentucky · Ohio · Texas
Also doing business as
Shoker Investment Counsel · Shoker Investment Counsel Inc · Shoker Investment Counsel Inc. · Shoker Investments · Shoker Randall Singh
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Randall S
Series 63, Series 65
Oxford, OH
Shoker Investments
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.
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.
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.
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