Shoker Investments
Firm details
- Headquarters
- ,
- CRD number
- 107857
- Registered since
- August 17, 1990
- Website
- shoker.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.36%
- Individuals5.88%
- State / Municipal Government0.86%
- Charitable Organizations0.83%
- Corporations / Businesses0.07%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Shoker Investments is a privately owned corporation that has been SEC-registered since 1990. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory scope centers on portfolio management for individuals and small businesses and the publication of periodicals or newsletters. Compensation is charged as a percentage of assets under management. The firm is not identified as an active ESG investor and is not positioned as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- US Government Bonds17%
- Public Funds/Mutual Funds5%
- Investment Grade Corp Bonds2%
Owners & executives
2 of 2
Randall Shoker
President and Chief Investment OfficerCRD 1369610
Nancy Shoker
Chief Accounting OfficerCRD 5479383
Contacts
2 of 2Chelsea Vitale
CRD 8178667
Kevin Rybka
Associate Wealth ManagerCRD 8021035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$152M in ETFs
100%
$152M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $40.7M | 327,648 | 26.72% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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