Director of Operations

0001580642-16-009870.txt : 20160727 0001580642-16-009870.hdr.sgml : 20160727 20160727170232 ACCESSION NUMBER: 0001580642-16-009870 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160727 DATE AS OF CHANGE: 20160727 EFFECTIVENESS DATE: 20160727 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ariel Capital Advisors, LLC CENTRAL INDEX KEY: 0001631738 IRS NUMBER: 464404029 STATE OF INCORPORATION: FL FISCAL YEAR END: 1214 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16369 FILM NUMBER: 161787402 BUSINESS ADDRESS: STREET 1: 9115 CORSEA DEL FONTANA WAY STREET 2: SUITE 200 CITY: NAPLES STATE: FL ZIP: 34109 BUSINESS PHONE: 239-451-6008 MAIL ADDRESS: STREET 1: 9115 CORSEA DEL FONTANA WAY STREET 2: SUITE 200 CITY: NAPLES STATE: FL ZIP: 34109 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001631738 XXXXXXXX 06-30-2016 06-30-2016 false Ariel Capital Advisors, LLC

9115 Corsea Del Fontana Way Suite 200 Naples FL 34109

13F HOLDINGS REPORT 028-16369 N Kimberly Wilmore Director of Operations 239-451-6008 Kimberly Wilmore Naples FL 07-27-2016 0 163 160796 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 1225 5820 SH SOLE 0 0 5820 ISHARES TR RUSSELL 2000 ETF 464287655 5543 48208 SH SOLE 0 0 48208 SPDR S&P 500 ETF TR TR UNIT 78462F103 999 4767 SH SOLE 0 0 4767 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1408 26840 SH SOLE 0 0 26840 AMAZON COM INC COM 23135106 2341 3271 SH SOLE 0 0 3271 BRISTOL MYERS SQUIBB CO COM 110122108 286 3894 SH SOLE 0 0 3894 BERKSHIRE HATHAWAY INC DEL CL B NEW 84670702 252 1737 SH SOLE 0 0 1737 AMGEN INC COM 31162100 1811 11903 SH SOLE 0 0 11903 ABBOTT LABS COM 2824100 713 18150 SH SOLE 0 0 18150 FEDEX CORP COM 31428X106 1576 10384 SH SOLE 0 0 10384 ILLINOIS TOOL WKS INC COM 452308109 310 2975 SH SOLE 0 0 2975 NEWELL BRANDS INC COM 651229106 291 6000 SH SOLE 0 0 6000 DU PONT E I DE NEMOURS & CO COM 263534109 201 3101 SH SOLE 0 0 3101 QUALCOMM INC COM 747525103 409 7635 SH SOLE 0 0 7635 DISNEY WALT CO COM DISNEY 254687106 2328 23795 SH SOLE 0 0 23795 HONEYWELL INTL INC COM 438516106 1400 12032 SH SOLE 0 0 12032 US BANCORP DEL COM NEW 902973304 640 15866 SH SOLE 0 0 15866 JOHNSON & JOHNSON COM 478160104 3044 25091 SH SOLE 0 0 25091 LOWES COS INC COM 548661107 249 3140 SH SOLE 0 0 3140 ISHARES TR MSCI EAFE ETF 464287465 6843 122590 SH SOLE 0 0 122590 CHEVRON CORP NEW COM 166764100 262 2500 SH SOLE 0 0 2500 MICROSOFT CORP COM 594918104 233 4549 SH SOLE 0 0 4549 AT&T INC COM 00206R102 1137 26302 SH SOLE 0 0 26302 PRUDENTIAL FINL INC COM 744320102 210 2940 SH SOLE 0 0 2940 BB&T CORP COM 54937107 2498 70161 SH SOLE 0 0 70161 COCA COLA CO COM 191216100 1106 24388 SH SOLE 0 0 24388 PEPSICO INC COM 713448108 1713 16167 SH SOLE 0 0 16167 PPG INDS INC COM 693506107 312 2999 SH SOLE 0 0 2999 VERIZON COMMUNICATIONS INC COM 92343V104 1908 34170 SH SOLE 0 0 34170 ISHARES MSCI GERMANY ETF 464286806 343 14254 SH SOLE 0 0 14254 SPDR SERIES TRUST DJ REIT ETF 78464A607 3146 31637 SH SOLE 0 0 31637 ISHARES TR U.S. BAS MTL ETF 464287838 365 4800 SH SOLE 0 0 4800 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1223 26391 SH SOLE 0 0 26391 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 249 3474 SH SOLE 0 0 3474 ISHARES TR NASDQ BIOTEC ETF 464287556 1812 7042 SH SOLE 0 0 7042 STARBUCKS CORP COM 855244109 2727 47740 SH SOLE 0 0 47740 EXXON MOBIL CORP COM 30231G102 3714 39623 SH SOLE 0 0 39623 ASTRAZENECA PLC SPONSORED ADR 46353108 323 10700 SH SOLE 0 0 10700 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 451 17188 SH SOLE 0 0 17188 COLGATE PALMOLIVE CO COM 194162103 1945 26567 SH SOLE 0 0 26567 LILLY ELI & CO COM 532457108 1261 16010 SH SOLE 0 0 16010 CVS HEALTH CORP COM 126650100 2233 23324 SH SOLE 0 0 23324 STATE STR CORP COM 857477103 1261 23392 SH SOLE 0 0 23392 SCHLUMBERGER LTD COM 806857108 2931 37058 SH SOLE 0 0 37058 MERCK & CO INC COM 58933Y105 1960 34019 SH SOLE 0 0 34019 MICRON TECHNOLOGY INC COM 595112103 201 14600 SH SOLE 0 0 14600 RAYMOND JAMES FINANCIAL INC COM 754730109 336 6817 SH SOLE 0 0 6817 PROCTER & GAMBLE CO COM 742718109 606 7159 SH SOLE 0 0 7159 GENERAL ELECTRIC CO COM 369604103 2828 89849 SH SOLE 0 0 89849 KIMBERLY CLARK CORP COM 494368103 598 4352 SH SOLE 0 0 4352 GILEAD SCIENCES INC COM 375558103 585 7015 SH SOLE 0 0 7015 MCDONALDS CORP COM 580135101 1538 12781 SH SOLE 0 0 12781 JPMORGAN CHASE & CO COM 46625H100 2640 42490 SH SOLE 0 0 42490 PRICELINE GRP INC COM NEW 741503403 2618 2097 SH SOLE 0 0 2097 WELLS FARGO & CO NEW COM 949746101 3061 64674 SH SOLE 0 0 64674 FORD MTR CO DEL COM PAR $0.01 345370860 268 21350 SH SOLE 0 0 21350 UNITEDHEALTH GROUP INC COM 91324P102 2666 18882 SH SOLE 0 0 18882 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1411 12453 SH SOLE 0 0 12453 UNITED TECHNOLOGIES CORP COM 913017109 403 3930 SH SOLE 0 0 3930 3M CO COM 88579Y101 1657 9460 SH SOLE 0 0 9460 NEXTERA ENERGY INC COM 65339F101 968 7425 SH SOLE 0 0 7425 DUKE ENERGY CORP NEW COM NEW 26441C204 1105 12877 SH SOLE 0 0 12877 APPLE INC COM 37833100 2490 26045 SH SOLE 0 0 26045 GENERAL MLS INC COM 370334104 2492 34939 SH SOLE 0 0 34939 OCCIDENTAL PETE CORP DEL COM 674599105 281 3720 SH SOLE 0 0 3720 EXPRESS SCRIPTS HLDG CO COM 30219G108 511 6744 SH SOLE 0 0 6744 GENERAL DYNAMICS CORP COM 369550108 207 1484 SH SOLE 0 0 1484 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3884 110234 SH SOLE 0 0 110234 PAYCHEX INC COM 704326107 239 4020 SH SOLE 0 0 4020 ISHARES TR SELECT DIVID ETF 464287168 492 5770 SH SOLE 0 0 5770 CONSOLIDATED EDISON INC COM 209115104 206 2566 SH SOLE 0 0 2566 V F CORP COM 918204108 239 3885 SH SOLE 0 0 3885 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3174 55451 SH SOLE 0 0 55451 MOODYS CORP COM 615369105 225 2400 SH SOLE 0 0 2400 CHURCH & DWIGHT INC COM 171340102 567 5515 SH SOLE 0 0 5515 ALPHABET INC CAP STK CL A 02079K305 2801 3981 SH SOLE 0 0 3981 SPDR GOLD TRUST GOLD SHS 78463V107 2309 18261 SH SOLE 0 0 18261 VANGUARD INDEX FDS REIT ETF 922908553 372 4199 SH SOLE 0 0 4199 BLACKROCK INC COM 09247X101 236 688 SH SOLE 0 0 688 CANADIAN NATL RY CO COM 136375102 377 6390 SH SOLE 0 0 6390 VANGUARD INDEX FDS SMALL CP ETF 922908751 4185 36180 SH SOLE 0 0 36180 JANUS CAP GROUP INC COM 47102X105 174 12500 SH SOLE 0 0 12500 ISHARES TR MICRO-CAP ETF 464288869 764 10802 SH SOLE 0 0 10802 SBA COMMUNICATIONS CORP COM 78388J106 202 1875 SH SOLE 0 0 1875 STERICYCLE INC COM 858912108 1601 15380 SH SOLE 0 0 15380 SPDR SERIES TRUST S&P DIVID ETF 78464A763 465 5546 SH SOLE 0 0 5546 SALESFORCE COM INC COM 79466L302 1401 17638 SH SOLE 0 0 17638 VANGUARD WORLD FDS INF TECH ETF 92204A702 465 4338 SH SOLE 0 0 4338 MASTERCARD INC CL A 57636Q104 336 3810 SH SOLE 0 0 3810 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1326 28409 SH SOLE 0 0 28409 PROSHARES TR PSHS ULT S&P 500 74347R107 1425 21500 SH SOLE 0 0 21500 CDN IMPERIAL BK COMM TORONTO COM 136069101 263 3500 SH SOLE 0 0 3500 SPDR INDEX SHS FDS EURO STOXX 50 78463X202 281 9015 SH SOLE 0 0 9015 WISDOMTREE TR JAPN HEDGE EQT 97717W851 672 17325 SH SOLE 0 0 17325 SPECTRA ENERGY CORP COM 847560109 2717 74176 SH SOLE 0 0 74176 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5622 158999 SH SOLE 0 0 158999 WISDOMTREE TR EMG MKTS SMCAP 97717W281 402 10365 SH SOLE 0 0 10365 VISA INC COM CL A 92826C839 1949 26272 SH SOLE 0 0 26272 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2757 30837 SH SOLE 0 0 30837 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3943 48776 SH SOLE 0 0 48776 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 883 17470 SH SOLE 0 0 17470 NIELSEN HLDGS PLC SHS EUR G6518L108 208 4000 SH SOLE 0 0 4000 DBX ETF TR XTRAK MSCI EAFE 233051200 2121 84863 SH SOLE 0 0 84863 MARATHON PETE CORP COM 56585A102 203 5350 SH SOLE 0 0 5350 FACEBOOK INC CL A 30303M102 1745 15269 SH SOLE 0 0 15269 ISHARES INC CORE MSCI EMKT 46434G103 2916 69696 SH SOLE 0 0 69696 ABBVIE INC COM 00287Y109 1882 30406 SH SOLE 0 0 30406 PLATFORM SPECIALTY PRODS COR COM 72766Q105 98 11000 SH SOLE 0 0 11000 ALPHABET INC CAP STK CL C 02079K107 2053 2966 SH SOLE 0 0 2966 PAYPAL HLDGS INC COM 70450Y103 2252 61689 SH SOLE 0 0 61689 3M CO COM 88579Y101 144 825 SH SOLE 0 0 825 ABBVIE INC COM 00287Y109 118 1900 SH SOLE 0 0 1900 ACCENTURE PLC IRELAND COM G1151C101 114 1010 SH SOLE 0 0 1010 AIR PRODUCTS & CHEMICALS COM 009158106 14 100 SH SOLE 0 0 100 ALPHABET INC VOTING COM 02079K305 60 85 SH SOLE 0 0 85 ALPHABET INC NON VOTING COM 02079K107 85 123 SH SOLE 0 0 123 AMAZON COM INC COM 23135106 118 165 SH SOLE 0 0 165 AMERICAN EXPRESS COMPANY COM 025816109 70 1150 SH SOLE 0 0 1150 AMGEN INC COM 31162100 99 650 SH SOLE 0 0 650 APPLE INC COM 037833100 114 1190 SH SOLE 0 0 1190 BAXTER INTERNATIONAL INC COM 071813109 23 500 SH SOLE 0 0 500 BB&T CORP COM 054937107 82 2300 SH SOLE 0 0 2300 CANADIAN NATL RY CO COM 136375102 92 1550 SH SOLE 0 0 1550 CHURCH & DWIGHT INC COM 171340102 141 1375 SH SOLE 0 0 1375 COCA-COLA COMPANY COM 191216100 118 2600 SH SOLE 0 0 2600 COGNIZANT TECHNOLOGY COM 192446102 53 925 SH SOLE 0 0 925 CVS HEALTH COM 126650100 87 910 SH SOLE 0 0 910 DISNEY WALT COMPANY COM 254687106 137 1400 SH SOLE 0 0 1400 DUKE ENERGY CORP COM 26441C204 13 150 SH SOLE 0 0 150 EXXON MOBIL CORP COM 30231G102 47 500 SH SOLE 0 0 500 FEDEX CORPORATION COM 31428X106 121 800 SH SOLE 0 0 800 GILEAD SCIENCES INC COM 375558103 108 1300 SH SOLE 0 0 1300 HALYARD HEALTH INC COM 40650V100 3 92 SH SOLE 0 0 92 JOHNSON & JOHNSON COM 478160104 158 1300 SH SOLE 0 0 1300 KIMBERLY-CLARK CORP COM 494368103 127 925 SH SOLE 0 0 925 MCDONALDS CORP COM 580135101 114 950 SH SOLE 0 0 950 MERCK & CO INC NEW COM 58933Y105 35 600 SH SOLE 0 0 600 ORACLE CORPORATION COM 68389X105 38 925 SH SOLE 0 0 925 PAYCHEX INC COM 704326107 161 2700 SH SOLE 0 0 2700 PAYPAL HOLDINGS INC COM 70450Y103 20 550 SH SOLE 0 0 550 PRICELINE GROUP INC COM 741503403 69 55 SH SOLE 0 0 55 PROCTER & GAMBLE CO COM 742718109 21 250 SH SOLE 0 0 250 RAYMOND JAMES FINANCIAL COM 754730109 59 1200 SH SOLE 0 0 1200 ROYAL DUTCH SHELL PLC COM 780259206 50 900 SH SOLE 0 0 900 SCHLUMBERGER LTD COM 806857108 109 1375 SH SOLE 0 0 1375 SHIRE PLC COM 82481R106 14 74 SH SOLE 0 0 74 SPECTRA ENERGY CORP COM 847560109 109 2975 SH SOLE 0 0 2975 STARBUCKS CORP COM 855244109 45 780 SH SOLE 0 0 780 TARGET CORP COM 87612E106 14 200 SH SOLE 0 0 200 UNITEDHEALTH GROUP COM 91324P102 31 220 SH SOLE 0 0 220 V F CORPORATION COM 918204108 61 1000 SH SOLE 0 0 1000 VISA INC CLASS A COM 92826C839 148 2000 SH SOLE 0 0 2000 HEALTH CARE SECTOR ETF COM 81369Y209 4 55 SH SOLE 0 0 55 ISHARES CORE US AGG ETF COM 464287226 135 1200 SH SOLE 0 0 1200 ISHARES MBS ETF COM 464288588 110 1000 SH SOLE 0 0 1000 ISHARES SELECT DIV ETF COM 464287168 6 75 SH SOLE 0 0 75 ISHARES U.S. INDLS ETF COM 464287754 3 30 SH SOLE 0 0 30 ISHARES U.S. TECH ETF COM 464287721 4 35 SH SOLE 0 0 35 ISHS NASDAQ BIOTECH ETF COM 464287556 4 15 SH SOLE 0 0 15 SPDR DOWN JONES REIT ETF COM 78464A607 39 390 SH SOLE 0 0 390 SPDR S&P 500 TRUST ETF COM 78462F103 7 35 SH SOLE 0 0 35 SPDR S&P DIVIDEND ETF COM 78464A763 8 100 SH SOLE 0 0 100 UTILITIES SECTOR SPD ETF COM 81369Y886 38 730 SH SOLE 0 0 730