This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-1990
- Office Locations
- 1
Office Locations
About Shoker Investments
Shoker Investments is a fee-only, fiduciary RIA in Oxford, OH providing financial planning and discretionary portfolio management. The team builds custom, actively managed portfolios—primarily using ETFs alongside fixed income—for clients navigating retirement and major life transitions. They keep a low client load per advisor, enabling proactive outreach during market volatility, and custody through Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RANDALL SINGH SHOKER
Broker, Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #1369610
- Ownership
- 75% or more
NANCY KAY SHOKER
Chief Accounting Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
Kevin Joseph Rybka
Wealth Management Associate
- CRD
- #8021035
Chelsea Vitale
--
- CRD
- #8178667
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $510,758,273 | $2,619,273 |
| Non-Discretionary | $0 | -- |
| Total | $510,758,273 | $2,619,273 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing