0001398344-20-002519.txt : 20200210 0001398344-20-002519.hdr.sgml : 20200210 20200210110105 ACCESSION NUMBER: 0001398344-20-002519 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ROWLAND CARMICHAEL ADVISORS INC /ADV CENTRAL INDEX KEY: 0000825052 IRS NUMBER: 860568468 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19805 FILM NUMBER: 20590201 BUSINESS ADDRESS: STREET 1: 6720 NORTH SCOTTSDALE ROAD, SUITE 212 CITY: Scottsdale STATE: AZ ZIP: 85253-4426 BUSINESS PHONE: 480-421-2660 MAIL ADDRESS: STREET 1: 6720 NORTH SCOTTSDALE ROAD, SUITE 212 CITY: SCOTTSDALE STATE: AZ ZIP: 85253-4426 FORMER COMPANY: FORMER CONFORMED NAME: ROWLAND CARMICHAEL & LEMON ADVISORS INC /ADV DATE OF NAME CHANGE: 19990218 FORMER COMPANY: FORMER CONFORMED NAME: ROWLAND CARMICHAEL & OCONNELL ADVISORS INC /ADV DATE OF NAME CHANGE: 19960613 FORMER COMPANY: FORMER CONFORMED NAME: INVESTMENT MANAGEMENT CONSULTANTS INC /ADV DATE OF NAME CHANGE: 19950725 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000825052 XXXXXXXX 06-30-2019 06-30-2019 false ROWLAND CARMICHAEL ADVISORS INC /ADV

6720 NORTH SCOTTSDALE ROAD, SUITE 212 SCOTTSDALE AZ 85253-4426

13F HOLDINGS REPORT 028-19805 N Janice Lee Orick 480-421-2660 /s/ Janice Lee Orick Scottsdale AZ 02-10-2020 0 330 288970 INFORMATION TABLE 2 fp0046455_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 1128 6505 SH SOLE 6505 0 0 ABBOTT LABS COM 002824100 1175 13973 SH SOLE 13973 0 0 ABBVIE INC COM 00287Y109 221 3041 SH SOLE 3041 0 0 ABERDEEN ASIA PACIFIC INCOM COM 003009107 1114 266500 SH SOLE 266500 0 0 ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 501 80000 SH SOLE 80000 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 820 4436 SH SOLE 4436 0 0 ALEXANDER & BALDWIN INC NEW COM 014491104 423 18310 SH SOLE 18310 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 366 2159 SH SOLE 2159 0 0 ALLEGHANY CORP DEL COM 017175100 344 505 SH SOLE 505 0 0 ALLIANCEBERNSTEIN GBL HGH IN COM 01879R106 309 26240 SH SOLE 26240 0 0 ALPHABET INC CAP STK CL A 02079K305 2272 2098 SH SOLE 2098 0 0 ALPHABET INC CAP STK CL C 02079K107 177 164 SH SOLE 164 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 236 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INC COM 864159108 283 5202 SH SOLE 5202 0 0 SUN CMNTYS INC COM 866674104 788 6150 SH SOLE 6150 0 0 SYSCO CORP COM 871829107 265 3745 SH SOLE 3745 0 0 TANGER FACTORY OUTLET CTRS I COM 875465106 391 24138 SH SOLE 24138 0 0 TC ENERGY CORP COM 87807B107 877 17708 SH SOLE 17708 0 0 TEMPLETON EMERG MKTS INCOME COM 880192109 1059 103616 SH SOLE 103616 0 0 TEMPLETON GLOBAL INCOME FD COM 880198106 805 126500 SH SOLE 126500 0 0 TEMPUR SEALY INTL INC COM 88023U101 359 4899 SH SOLE 4899 0 0 TEXAS INSTRS INC COM 882508104 968 8437 SH SOLE 8437 0 0 TORCHMARK CORP COM 891027104 315 3520 SH SOLE 3520 0 0 TRAVELERS COMPANIES INC COM 89417E109 256 1715 SH SOLE 1715 0 0 TYLER TECHNOLOGIES INC COM 902252105 362 1674 SH SOLE 1674 0 0 ULTA BEAUTY INC COM 90384S303 307 885 SH SOLE 885 0 0 UMH PPTYS INC COM 903002103 158 12715 SH SOLE 12715 0 0 UNIFIRST CORP MASS COM 904708104 345 1831 SH SOLE 1831 0 0 UNITED BANKSHARES INC WEST V COM 909907107 223 6015 SH SOLE 6015 0 0 V F CORP COM 918204108 928 10623 SH SOLE 10623 0 0 VALLEY NATL BANCORP COM 919794107 164 15215 SH SOLE 15215 0 0 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 26 530 SH SOLE 530 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 5 200 SH SOLE 200 0 0 VANECK VECTORS ETF TR INVT GRADE FLTG 92189F486 224 8902 SH SOLE 8902 0 0 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 588 16939 SH SOLE 16939 0 0 VANECK VECTORS ETF TR MORNINGSTAR WIDE 92189F643 137 2860 SH SOLE 2860 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 24 302 SH SOLE 302 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 274 3293 SH SOLE 3293 0 0 VANGUARD GROUP DIV APP ETF 921908844 1304 11322 SH SOLE 11322 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 14 121 SH SOLE 121 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 95 706 SH SOLE 706 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 42 253 SH SOLE 253 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 12275 140445 SH SOLE 140445 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2711 10072 SH SOLE 10072 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 85 648 SH SOLE 648 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 51 325 SH SOLE 325 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 27699 184552 SH SOLE 184552 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 11 100 SH SOLE 100 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 245 4797 SH SOLE 4797 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 876 20605 SH SOLE 20605 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 59 1075 SH SOLE 1075 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 18 302 SH SOLE 302 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 458 6099 SH SOLE 6099 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 217 2412 SH SOLE 2412 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1115 21112 SH SOLE 21112 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 24 300 SH SOLE 300 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1512 36243 SH SOLE 36243 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1383 9297 SH SOLE 9297 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1597 9184 SH SOLE 9184 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 21 160 SH SOLE 160 0 0 VEREIT INC COM 92339V100 1014 112537 SH SOLE 112537 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1007 17625 SH SOLE 17625 0 0 VERSUM MATLS INC COM 92532W103 420 8137 SH SOLE 8137 0 0 VISA INC COM CL A 92826C839 2995 17258 SH SOLE 17258 0 0 W P CAREY INC COM 92936U109 1869 23027 SH SOLE 23027 0 0 WABCO HLDGS INC COM 92927K102 317 2388 SH SOLE 2388 0 0 WATSCO INC COM 942622200 844 5164 SH SOLE 5164 0 0 WELLS FARGO CO NEW COM 949746101 4705 99424 SH SOLE 99424 0 0 WESTERN ASSET HIGH INCM OPP COM 95766K109 426 83000 SH SOLE 83000 0 0 WHITE MTNS INS GROUP LTD COM G9618E107 459 449 SH SOLE 449 0 0 WILLIAMS SONOMA INC COM 969904101 494 7605 SH SOLE 7605 0 0 WOODWARD INC COM 980745103 466 4120 SH SOLE 4120 0 0 WORKDAY INC CL A 98138H101 323 1569 SH SOLE 1569 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E204 461 32700 SH SOLE 32700 0 0 WRAP TECHNOLOGIES INC COM 98212N107 62 10000 SH SOLE 10000 0 0 XCEL ENERGY INC COM 98389B100 220 3700 SH SOLE 3700 0 0 XILINX INC COM 983919101 895 7593 SH SOLE 7593 0 0 ZIONS BANCORPORATION N A COM 989701107 1740 37838 SH SOLE 37837 0 0