Director of Operations

0001580642-17-000660.txt : 20170203 0001580642-17-000660.hdr.sgml : 20170203 20170203121838 ACCESSION NUMBER: 0001580642-17-000660 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170203 DATE AS OF CHANGE: 20170203 EFFECTIVENESS DATE: 20170203 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: 17571006 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 12-31-2016 12-31-2016 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 02-02-2017 0 170 166821 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 1426 6337 SH SOLE 0 0 6337 ISHARES TR RUSSELL 2000 ETF 464287655 5450 40414 SH SOLE 0 0 40414 SPDR S&P 500 ETF TR TR UNIT 78462F103 1002 4483 SH SOLE 0 0 4483 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1780 36652 SH SOLE 0 0 36652 AMAZON COM INC COM 023135106 2713 3618 SH SOLE 0 0 3618 BRISTOL MYERS SQUIBB CO COM 110122108 209 3575 SH SOLE 0 0 3575 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 334 2047 SH SOLE 0 0 2047 AMGEN INC COM 031162100 2030 13881 SH SOLE 0 0 13881 ABBOTT LABS COM 002824100 282 7350 SH SOLE 0 0 7350 FEDEX CORP COM 31428X106 2072 11130 SH SOLE 0 0 11130 ILLINOIS TOOL WKS INC COM 452308109 364 2975 SH SOLE 0 0 2975 NEWELL BRANDS INC COM 651229106 317 7100 SH SOLE 0 0 7100 DU PONT E I DE NEMOURS & CO COM 263534109 243 3314 SH SOLE 0 0 3314 QUALCOMM INC COM 747525103 506 7755 SH SOLE 0 0 7755 DISNEY WALT CO COM DISNEY 254687106 2657 25498 SH SOLE 0 0 25498 HONEYWELL INTL INC COM 438516106 1391 12010 SH SOLE 0 0 12010 US BANCORP DEL COM NEW 902973304 1262 24558 SH SOLE 0 0 24558 JOHNSON & JOHNSON COM 478160104 2986 25917 SH SOLE 0 0 25917 ISHARES TR MSCI EAFE ETF 464287465 8623 149363 SH SOLE 0 0 149363 AMERISOURCEBERGEN CORP COM 03073E105 1319 16872 SH SOLE 0 0 16872 CHEVRON CORP NEW COM 166764100 306 2600 SH SOLE 0 0 2600 MICROSOFT CORP COM 594918104 295 4749 SH SOLE 0 0 4749 AT&T INC COM 00206R102 486 11422 SH SOLE 0 0 11422 PRUDENTIAL FINL INC COM 744320102 264 2540 SH SOLE 0 0 2540 BB&T CORP COM 054937107 3313 70456 SH SOLE 0 0 70456 CISCO SYS INC COM 17275R102 222 7337 SH SOLE 0 0 7337 COCA COLA CO COM 191216100 989 23850 SH SOLE 0 0 23850 PEPSICO INC COM 713448108 823 7870 SH SOLE 0 0 7870 PPG INDS INC COM 693506107 284 2999 SH SOLE 0 0 2999 VERIZON COMMUNICATIONS INC COM 92343V104 2218 41548 SH SOLE 0 0 41548 ISHARES MSCI GERMANY 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TECHNOLOGY INC COM 595112103 320 14600 SH SOLE 0 0 14600 RAYMOND JAMES FINANCIAL INC COM 754730109 218 3150 SH SOLE 0 0 3150 PROCTER AND GAMBLE CO COM 742718109 563 6697 SH SOLE 0 0 6697 GENERAL ELECTRIC CO COM 369604103 3161 100045 SH SOLE 0 0 100045 KIMBERLY CLARK CORP COM 494368103 582 5099 SH SOLE 0 0 5099 GILEAD SCIENCES INC COM 375558103 500 6985 SH SOLE 0 0 6985 MCDONALDS CORP COM 580135101 1853 15222 SH SOLE 0 0 15222 JPMORGAN CHASE & CO COM 46625H100 3776 43756 SH SOLE 0 0 43756 PRICELINE GRP INC COM NEW 741503403 3082 2102 SH SOLE 0 0 2102 WELLS FARGO & CO NEW COM 949746101 2458 44601 SH SOLE 0 0 44601 FORD MTR CO DEL COM PAR $0.01 345370860 259 21350 SH SOLE 0 0 21350 UNITEDHEALTH GROUP INC COM 91324P102 2267 14164 SH SOLE 0 0 14164 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1580 13490 SH SOLE 0 0 13490 UNITED TECHNOLOGIES CORP COM 913017109 436 3980 SH SOLE 0 0 3980 3M CO COM 88579Y101 1271 7117 SH SOLE 0 0 7117 SMUCKER J M CO COM NEW 832696405 201 1571 SH SOLE 0 0 1571 DUKE ENERGY CORP NEW COM NEW 26441C204 1030 13264 SH SOLE 0 0 13264 APPLE INC COM 037833100 2990 25816 SH SOLE 0 0 25816 COACH INC COM 189754104 224 6400 SH SOLE 0 0 6400 GENERAL MLS INC COM 370334104 2244 36323 SH SOLE 0 0 36323 EXPRESS SCRIPTS HLDG CO COM 30219G108 345 5019 SH SOLE 0 0 5019 GENERAL DYNAMICS CORP COM 369550108 256 1484 SH SOLE 0 0 1484 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3081 86104 SH SOLE 0 0 86104 PAYCHEX INC COM 704326107 1092 17929 SH SOLE 0 0 17929 ISHARES TR SELECT DIVID ETF 464287168 536 6047 SH SOLE 0 0 6047 NUCOR CORP COM 670346105 246 4140 SH SOLE 0 0 4140 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1730 30885 SH SOLE 0 0 30885 CHURCH & DWIGHT INC COM 171340102 384 8695 SH SOLE 0 0 8695 ALPHABET INC CAP STK CL A 02079K305 3065 3868 SH SOLE 0 0 3868 SPDR GOLD TRUST GOLD SHS 78463V107 1349 12310 SH SOLE 0 0 12310 VANGUARD INDEX FDS REIT ETF 922908553 293 3547 SH SOLE 0 0 3547 BLACKROCK INC COM 09247X101 212 556 SH SOLE 0 0 556 CANADIAN NATL 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MANAGED INTL FD FTSE DEV MKT ETF 921943858 4914 134475 SH SOLE 0 0 134475 WISDOMTREE TR EMG MKTS SMCAP 97717W281 336 8600 SH SOLE 0 0 8600 ISHARES TR INTERM CR BD ETF 464288638 3619 33447 SH SOLE 0 0 33447 VISA INC COM CL A 92826C839 2265 29028 SH SOLE 0 0 29028 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1090 12713 SH SOLE 0 0 12713 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3538 44570 SH SOLE 0 0 44570 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 1003 17470 SH SOLE 0 0 17470 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 200 5558 SH SOLE 0 0 5558 NIELSEN HLDGS PLC SHS EUR G6518L108 210 5000 SH SOLE 0 0 5000 DBX ETF TR XTRAK MSCI EAFE 233051200 1025 36528 SH SOLE 0 0 36528 MARATHON PETE CORP COM 56585A102 269 5350 SH SOLE 0 0 5350 FACEBOOK INC CL A 30303M102 2401 20867 SH SOLE 0 0 20867 ISHARES INC CORE MSCI EMKT 46434G103 3949 93021 SH SOLE 0 0 93021 ISHARES TR CORE MSCI EAFE 46432F842 488 9107 SH SOLE 0 0 9107 ABBVIE INC COM 00287Y109 1952 31173 SH SOLE 0 0 31173 PLATFORM SPECIALTY PRODS COR COM 72766Q105 216 22000 SH SOLE 0 0 22000 ALPHABET INC CAP STK CL C 02079K107 1852 2399 SH SOLE 0 0 2399 PAYPAL HLDGS INC COM 70450Y103 2353 59616 SH SOLE 0 0 59616 3M CO COM 88579Y101 113 635 SH SOLE 0 0 635 ABBVIE INC COM 00287Y109 67 1075 SH SOLE 0 0 1075 ACCENTURE PLC IRELAND COM G1151C101 91 775 SH SOLE 0 0 775 ALPHABET INC VOTING COM 02079K305 52 65 SH SOLE 0 0 65 ALPHABET INC NON VOTING COM 02079K107 50 65 SH SOLE 0 0 65 AMAZON COM INC COM 023135106 103 137 SH SOLE 0 0 137 AMERISOURCEBERGEN CORP COM 03073E105 38 485 SH SOLE 0 0 485 AMGEN INC COM 031162100 88 600 SH SOLE 0 0 600 APPLE INC COM 037833100 122 1050 SH SOLE 0 0 1050 BB&T CORP COM 054937107 64 1355 SH SOLE 0 0 1355 CHURCH & DWIGHT INC COM 171340102 17 385 SH SOLE 0 0 385 COCA-COLA COMPANY COM 191216100 43 1045 SH SOLE 0 0 1045 COLGATE-PALMOLIVE CO COM 194162103 18 280 SH SOLE 0 0 280 CVS HEALTH COM 126650100 69 880 SH SOLE 0 0 880 DISNEY WALT COMPANY COM 254687106 130 1250 SH SOLE 0 0 1250 DUKE ENERGY CORP COM 26441C204 12 150 SH SOLE 0 0 150 EXXON MOBIL CORP COM 30231G102 56 615 SH SOLE 0 0 615 FACEBOOK INC COM 30303M102 41 360 SH SOLE 0 0 360 FEDEX CORPORATION COM 31428X106 121 650 SH SOLE 0 0 650 GENERAL ELECTRIC COMPANY COM 369604103 83 2630 SH SOLE 0 0 2630 GENERAL MILLS INC COM 370334104 20 325 SH SOLE 0 0 325 GILEAD SCIENCES INC COM 375558103 39 545 SH SOLE 0 0 545 JOHNSON & JOHNSON COM 478160104 124 1075 SH SOLE 0 0 1075 JPMORGAN CHASE & CO COM 46625H100 138 1600 SH SOLE 0 0 1600 KIMBERLY-CLARK CORP COM 494368103 37 320 SH SOLE 0 0 320 MCDONALDS CORP COM 580135101 116 950 SH SOLE 0 0 950 MERCK & CO INC NEW COM 58933Y105 84 1430 SH SOLE 0 0 1430 PAYCHEX INC COM 704326107 53 870 SH SOLE 0 0 870 PAYPAL HOLDINGS INC COM 70450Y103 53 1340 SH SOLE 0 0 1340 PRICELINE GROUP INC COM 741503403 48 33 SH SOLE 0 0 33 PROCTER & GAMBLE CO COM 742718109 21 250 SH SOLE 0 0 250 ROYAL DUTCH SHELL PLC COM 780259206 23 425 SH SOLE 0 0 425 SALESFORCE.COM COM 79466L302 41 600 SH SOLE 0 0 600 SCHLUMBERGER LTD COM 806857108 99 1175 SH SOLE 0 0 1175 SPECTRA ENERGY CORP COM 847560109 60 1465 SH SOLE 0 0 1465 STARBUCKS CORP COM 855244109 84 1520 SH SOLE 0 0 1520 STATE STR CORP COM 857477103 68 875 SH SOLE 0 0 875 UNITEDHEALTH GROUP COM 91324P102 56 350 SH SOLE 0 0 350 US BANCORP NEW COM 902973304 18 350 SH SOLE 0 0 350 VERIZON COMMUNICATIONS COM 92343V104 29 535 SH SOLE 0 0 535 VISA INC CLASS A COM 92826C839 109 1400 SH SOLE 0 0 1400 HEALTH CARE SECTOR ETF COM 81369Y209 4 55 SH SOLE 0 0 55 ISHARES CORE US AGG ETF COM 464287226 88 810 SH SOLE 0 0 810 ISHARES MBS ETF COM 464288588 106 1000 SH SOLE 0 0 1000 ISHARES RUSSELL 2000 ETF COM 464287655 45 335 SH SOLE 0 0 335 ISHARES SELECT DIV ETF COM 464287168 7 75 SH SOLE 0 0 75 ISHARES U.S. INDLS ETF COM 464287754 4 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 58 220 SH SOLE 0 0 220 ISHS NATL MUNI BOND ETF COM 464288414 46 425 SH SOLE 0 0 425 MATERIALS SECTOR SP ETF COM 78463X665 27 540 SH SOLE 0 0 540 SPDR DOWN JONES REIT ETF COM 78464A607 36 390 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 9 100 SH SOLE 0 0 100 UTILITIES SECTOR SPD ETF COM 81369Y886 54 1105 SH SOLE 0 0 1105 VANGUARD FTSE DEV ETF COM 921943858 65 1775 SH SOLE 0 0 1775 VANGUARD FTSE EMRG ETF COM 922042858 38 1055 SH SOLE 0 0 1055 VANGUARD REIT ETF COM 922908553 25 300 SH SOLE 0 0 300 VANGUARD SHRT TRM CP ETF COM 464288414 20 250 SH SOLE 0 0 250