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Shoker Investments

Updated today

Client assets under management

$501,786,820

Clients

192

55% high-net-worth

Advisors

2

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

96

High

Average account size

$2,613,473

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

Portfolio management Newsletters or periodicals

Expertise

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.

Main office location

Shoker Investments

Oxford OH, United States

Number of offices

1

Most active in

Florida · Illinois · Indiana · Kentucky · Ohio · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

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.

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

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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