Director of Operations

0001580642-16-011659.txt : 20161026 0001580642-16-011659.hdr.sgml : 20161026 20161026133552 ACCESSION NUMBER: 0001580642-16-011659 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161026 DATE AS OF CHANGE: 20161026 EFFECTIVENESS DATE: 20161026 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: 161952136 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 09-30-2016 09-30-2016 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 /s/ Kimberly Wilmore Naples FL 10-24-2016 0 164 165781 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 1232 5661 SH SOLE 0 0 5661 ISHARES TR RUSSELL 2000 ETF 464287655 5762 46392 SH SOLE 0 0 46392 SPDR S&P 500 ETF TR TR UNIT 78462F103 970 4483 SH SOLE 0 0 4483 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1369 27952 SH SOLE 0 0 27952 AMAZON COM INC COM 23135106 2946 3519 SH SOLE 0 0 3519 BERKSHIRE HATHAWAY INC DEL CL B NEW 84670702 296 2047 SH SOLE 0 0 2047 AMGEN INC COM 31162100 2193 13146 SH SOLE 0 0 13146 ABBOTT LABS COM 2824100 734 17350 SH SOLE 0 0 17350 FEDEX CORP COM 31428X106 1939 11102 SH SOLE 0 0 11102 ILLINOIS TOOL WKS INC COM 452308109 357 2975 SH SOLE 0 0 2975 NEWELL BRANDS INC COM 651229106 316 6000 SH SOLE 0 0 6000 DU PONT E I DE NEMOURS & CO COM 263534109 208 3101 SH SOLE 0 0 3101 QUALCOMM INC COM 747525103 523 7635 SH SOLE 0 0 7635 DISNEY WALT CO COM DISNEY 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ISHARES TR U.S. BAS MTL ETF 464287838 379 4800 SH SOLE 0 0 4800 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1319 27623 SH SOLE 0 0 27623 ISHARES TR NASDQ BIOTEC ETF 464287556 1689 5836 SH SOLE 0 0 5836 DEERE & CO COM 244199105 209 2447 SH SOLE 0 0 2447 STARBUCKS CORP COM 855244109 2742 50649 SH SOLE 0 0 50649 EXXON MOBIL CORP COM 30231G102 3459 39630 SH SOLE 0 0 39630 ASTRAZENECA PLC SPONSORED ADR 46353108 352 10700 SH SOLE 0 0 10700 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 526 17188 SH SOLE 0 0 17188 COLGATE PALMOLIVE CO COM 194162103 1933 26071 SH SOLE 0 0 26071 LILLY ELI & CO COM 532457108 1288 16050 SH SOLE 0 0 16050 CVS HEALTH CORP COM 126650100 2154 24201 SH SOLE 0 0 24201 STATE STR CORP COM 857477103 1762 25307 SH SOLE 0 0 25307 SCHLUMBERGER LTD COM 806857108 3078 39140 SH SOLE 0 0 39140 MERCK & CO INC COM 58933Y105 2272 36401 SH SOLE 0 0 36401 MICRON TECHNOLOGY INC COM 595112103 260 14600 SH SOLE 0 0 14600 RAYMOND JAMES FINANCIAL INC COM 754730109 222 3810 SH SOLE 0 0 3810 PROCTER AND GAMBLE CO COM 742718109 646 7199 SH SOLE 0 0 7199 GENERAL ELECTRIC CO COM 369604103 2791 94224 SH SOLE 0 0 94224 KIMBERLY CLARK CORP COM 494368103 666 5277 SH SOLE 0 0 5277 GILEAD SCIENCES INC COM 375558103 537 6790 SH SOLE 0 0 6790 MCDONALDS CORP COM 580135101 1619 14036 SH SOLE 0 0 14036 JPMORGAN CHASE & CO COM 46625H100 3048 45770 SH SOLE 0 0 45770 PRICELINE GRP INC COM NEW 741503403 3134 2130 SH SOLE 0 0 2130 WELLS FARGO & CO NEW COM 949746101 2371 53536 SH SOLE 0 0 53536 FORD MTR CO DEL COM PAR $0.01 345370860 258 21350 SH SOLE 0 0 21350 UNITEDHEALTH GROUP INC COM 91324P102 2296 16399 SH SOLE 0 0 16399 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1658 13574 SH SOLE 0 0 13574 UNITED TECHNOLOGIES CORP COM 913017109 399 3930 SH SOLE 0 0 3930 3M CO COM 88579Y101 1729 9812 SH SOLE 0 0 9812 NEXTERA ENERGY INC COM 65339F101 957 7825 SH SOLE 0 0 7825 DUKE ENERGY CORP NEW COM NEW 26441C204 1078 13468 SH SOLE 0 0 13468 APPLE INC COM 37833100 2808 24838 SH SOLE 0 0 24838 GENERAL MLS INC COM 370334104 2182 34158 SH SOLE 0 0 34158 EXPRESS SCRIPTS HLDG CO COM 30219G108 449 6368 SH SOLE 0 0 6368 GENERAL DYNAMICS CORP COM 369550108 230 1484 SH SOLE 0 0 1484 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4195 111480 SH SOLE 0 0 111480 PAYCHEX INC COM 704326107 340 5870 SH SOLE 0 0 5870 ISHARES TR SELECT DIVID ETF 464287168 522 6095 SH SOLE 0 0 6095 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2574 53955 SH SOLE 0 0 53955 MOODYS CORP COM 615369105 260 2400 SH SOLE 0 0 2400 CHURCH & DWIGHT INC COM 171340102 504 10510 SH SOLE 0 0 10510 ALPHABET INC CAP STK CL A 02079K305 3002 3734 SH SOLE 0 0 3734 SPDR GOLD TRUST GOLD SHS 78463V107 1593 12683 SH SOLE 0 0 12683 VANGUARD INDEX FDS REIT ETF 922908553 461 5318 SH SOLE 0 0 5318 BLACKROCK INC COM 09247X101 202 556 SH SOLE 0 0 556 CANADIAN NATL RY CO COM 136375102 476 7275 SH SOLE 0 0 7275 VANGUARD INDEX FDS SMALL CP ETF 922908751 4421 36180 SH SOLE 0 0 36180 JANUS CAP GROUP INC COM 47102X105 175 12500 SH SOLE 0 0 12500 ISHARES TR MICRO-CAP ETF 464288869 843 10802 SH SOLE 0 0 10802 PVH CORP COM 693656100 221 2000 SH SOLE 0 0 2000 SBA COMMUNICATIONS CORP COM 78388J106 210 1875 SH SOLE 0 0 1875 CBS CORP NEW CL B 124857202 223 4065 SH SOLE 0 0 4065 SPDR SERIES TRUST S&P DIVID ETF 78464A763 486 5763 SH SOLE 0 0 5763 SALESFORCE COM INC COM 79466L302 1482 20774 SH SOLE 0 0 20774 VANGUARD WORLD FDS INF TECH ETF 92204A702 522 4338 SH SOLE 0 0 4338 MASTERCARD INCORPORATED CL A 57636Q104 388 3810 SH SOLE 0 0 3810 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 1717 35229 SH SOLE 0 0 35229 PROSHARES TR PSHS ULT S&P 500 74347R107 1526 21500 SH SOLE 0 0 21500 CDN IMPERIAL BK COMM TORONTO COM 136069101 271 3500 SH SOLE 0 0 3500 WISDOMTREE TR JAPN HEDGE EQT 97717W851 394 9180 SH SOLE 0 0 9180 SPECTRA ENERGY CORP COM 847560109 3193 74680 SH SOLE 0 0 74680 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 6536 174715 SH SOLE 0 0 174715 WISDOMTREE TR EMG MKTS SMCAP 97717W281 433 10365 SH SOLE 0 0 10365 VISA INC COM CL A 92826C839 2315 27988 SH SOLE 0 0 27988 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3523 39327 SH SOLE 0 0 39327 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5533 68687 SH SOLE 0 0 68687 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 939 17470 SH SOLE 0 0 17470 BOOZ ALLEN HAMILTON HLDG COR CL A 99502106 210 6658 SH SOLE 0 0 6658 NIELSEN HLDGS PLC SHS EUR G6518L108 214 4000 SH SOLE 0 0 4000 DBX ETF TR XTRAK MSCI EAFE 233051200 1467 55624 SH SOLE 0 0 55624 MARATHON PETE CORP COM 56585A102 217 5350 SH SOLE 0 0 5350 FACEBOOK INC CL A 30303M102 2307 17983 SH SOLE 0 0 17983 ISHARES INC CORE MSCI EMKT 46434G103 3179 69696 SH SOLE 0 0 69696 ABBVIE INC COM 00287Y109 1976 31338 SH SOLE 0 0 31338 PLATFORM SPECIALTY PRODS COR COM 72766Q105 89 11000 SH SOLE 0 0 11000 ALPHABET INC CAP STK CL C 02079K107 2296 2954 SH SOLE 0 0 2954 PAYPAL HLDGS INC COM 70450Y103 2422 59111 SH SOLE 0 0 59111 3M CO COM 88579Y101 145 825 SH SOLE 0 0 825 ABBVIE INC COM 00287Y109 80 1275 SH SOLE 0 0 1275 ACCENTURE PLC IRELAND COM G1151C101 108 885 SH SOLE 0 0 885 ALPHABET INC VOTING COM 02079K305 52 65 SH SOLE 0 0 65 ALPHABET INC NON VOTING COM 02079K107 96 123 SH SOLE 0 0 123 AMAZON COM INC COM 23135106 138 165 SH SOLE 0 0 165 AMERISOURCEBERGEN CORP COM 03073E105 23 285 SH SOLE 0 0 285 AMGEN INC COM 31162100 108 650 SH SOLE 0 0 650 APPLE INC COM 037833100 135 1190 SH SOLE 0 0 1190 BB&T CORP COM 054937107 87 2300 SH SOLE 0 0 2300 CANADIAN NATL RY CO COM 136375102 78 1200 SH SOLE 0 0 1200 CHURCH & DWIGHT INC COM 171340102 93 1950 SH SOLE 0 0 1950 COCA-COLA COMPANY COM 191216100 76 1800 SH SOLE 0 0 1800 COGNIZANT TECHNOLOGY COM 192446102 24 500 SH SOLE 0 0 500 CVS HEALTH COM 126650100 53 600 SH SOLE 0 0 600 DISNEY WALT COMPANY COM 254687106 130 1400 SH SOLE 0 0 1400 DUKE ENERGY CORP COM 26441C204 12 150 SH SOLE 0 0 150 EXXON MOBIL CORP COM 30231G102 44 500 SH SOLE 0 0 500 FACEBOOK INC COM 30303M102 38 300 SH SOLE 0 0 300 FEDEX CORPORATION COM 31428X106 127 725 SH SOLE 0 0 725 GENERAL ELECTRIC COMPANY COM 369604103 78 2630 SH SOLE 0 0 2630 GILEAD SCIENCES INC COM 375558103 59 750 SH SOLE 0 0 750 JOHNSON & JOHNSON COM 478160104 139 1175 SH SOLE 0 0 1175 JPMORGAN CHASE & CO COM 46625H100 107 1600 SH SOLE 0 0 1600 KIMBERLY-CLARK CORP COM 494368103 117 925 SH SOLE 0 0 925 MCDONALDS CORP COM 580135101 110 950 SH SOLE 0 0 950 MERCK & CO INC NEW COM 58933Y105 109 1750 SH SOLE 0 0 1750 PAYCHEX INC COM 704326107 107 1850 SH SOLE 0 0 1850 PAYPAL HOLDINGS INC COM 70450Y103 39 950 SH SOLE 0 0 950 PRICELINE GROUP INC COM 741503403 81 55 SH SOLE 0 0 55 PROCTER & GAMBLE CO COM 742718109 22 250 SH SOLE 0 0 250 ROYAL DUTCH SHELL PLC COM 780259206 45 900 SH SOLE 0 0 900 SALESFORCE.COM COM 79466L302 43 600 SH SOLE 0 0 600 SCHLUMBERGER LTD COM 806857108 108 1375 SH SOLE 0 0 1375 SPECTRA ENERGY CORP COM 847560109 114 2675 SH SOLE 0 0 2675 STARBUCKS CORP COM 855244109 42 780 SH SOLE 0 0 780 STATE STR CORP COM 857477103 14 200 SH SOLE 0 0 200 UNITEDHEALTH GROUP COM 91324P102 31 220 SH SOLE 0 0 220 US BANCORP NEW COM 902973304 15 350 SH SOLE 0 0 350 VISA INC CLASS A COM 92826C839 132 1600 SH SOLE 0 0 1600 WELLS FARGO & CO NEW COM 949746101 9 200 SH SOLE 0 0 200 HEALTH CARE SECTOR ETF COM 81369Y209 4 55 SH SOLE 0 0 55 ISHARES CORE US AGG ETF COM 464287226 112 1000 SH SOLE 0 0 1000 ISHARES MBS ETF COM 464288588 110 1000 SH SOLE 0 0 1000 ISHARES RUSSELL 2000 ETF COM 464287655 10 80 SH SOLE 0 0 80 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 64 220 SH SOLE 0 0 220 SPDR DOWN JONES REIT ETF COM 78464A607 38 390 SH SOLE 0 0 390 SPDR S&P 500 TRUST ETF COM 78462F103 8 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 36 730 SH SOLE 0 0 730 VANECK VECTORS TR ETF COM 92189F494 49 2000 SH SOLE 0 0 2000 VANGUARD FTSE DEV ETF COM 921943858 20 535 SH SOLE 0 0 535 VANGUARD FTSE EMRG ETF COM 922042858 9 250 SH SOLE 0 0 250 VANGUARD REIT ETF COM 922908553 15 175 SH SOLE 0 0 175