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| Shoker Investment Counsel Inc
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| CRD # | 107857 |
| SEC # | 801-37179 |
| CIK # | 0001599623 |
| AUM | 510.8 M (2026-03-23) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-524-1776 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/23/2026) [Brochure] |
|---|
Item 7 Types of Clients
Shoker Investment Counsel, Inc. generally provides investment management
services to individuals, pension and profit-sharing plans, trusts, estates,
charitable organizations, and small businesses.
Account Minimums
The recommended minimum client net worth for investment management is
$2,000,000. Shoker Investment Counsel, Inc. has the discretion to waive the
client net worth recommended minimum and does for immediate family
members of existing clients where appropriate. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 13.9 | ||
| KLA Tencor Corp | 8.4 | ||
| Apple Inc | 8.4 | ||
| Marathon Petroleum Corp | 7.4 | ||
| J P Morgan Chase & Co | 6.4 | ||
| Broadcom Inc | 5.9 | ||
| Lam Research Corp | 5.5 | ||
| Enterprise Products Partners L P | 5.0 | ||
| Applied Materials Inc /DE | 4.9 | ||
| Amazon Com Inc | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 30.0 |
| (b) Individuals (high net worth individuals) | 105 | 471.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 1 | 4.2 |
| (i) State or municipal government entities | 1 | 4.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 510.8 |
| By Discretionary | ||
| Discretionary | 195 | 510.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 195 | 510.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 510.8 | |
| Total | 195 | 510.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001599623] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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