A complete list of active advisors currently associated with Shoker Investments

Warmer can help you find a great advisor at Shoker Investments or one who fits your needs even better.

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.

To learn more about the advisors currently working at Shoker Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.