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
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0001631738
XXXXXXXX
12-31-2016
12-31-2016
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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
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CORE S&P500 ETF
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6337
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SOLE
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ISHARES TR
RUSSELL 2000 ETF
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40414
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SOLE
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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 ETF
464286806
295
11126
SH
SOLE
0
0
11126
SPDR SERIES TRUST
DJ REIT ETF
78464A607
2281
24432
SH
SOLE
0
0
24432
ISHARES TR
U.S. BAS MTL ETF
464287838
399
4800
SH
SOLE
0
0
4800
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
1437
28908
SH
SOLE
0
0
28908
ISHARES TR
NASDQ BIOTEC ETF
464287556
1222
4603
SH
SOLE
0
0
4603
DEERE & CO
COM
244199105
252
2447
SH
SOLE
0
0
2447
STARBUCKS CORP
COM
855244109
2655
47815
SH
SOLE
0
0
47815
EXXON MOBIL CORP
COM
30231G102
3774
41813
SH
SOLE
0
0
41813
ASTRAZENECA PLC
SPONSORED ADR
046353108
292
10700
SH
SOLE
0
0
10700
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
509
17690
SH
SOLE
0
0
17690
COLGATE PALMOLIVE CO
COM
194162103
1731
26451
SH
SOLE
0
0
26451
LILLY ELI & CO
COM
532457108
738
10032
SH
SOLE
0
0
10032
CVS HEALTH CORP
COM
126650100
1974
25013
SH
SOLE
0
0
25013
STATE STR CORP
COM
857477103
2041
26262
SH
SOLE
0
0
26262
SCHLUMBERGER LTD
COM
806857108
3281
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SH
SOLE
0
0
39082
MERCK & CO INC
COM
58933Y105
2204
37439
SH
SOLE
0
0
37439
MICRON 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 RY CO
COM
136375102
376
5580
SH
SOLE
0
0
5580
VANGUARD INDEX FDS
SMALL CP ETF
922908751
4732
36690
SH
SOLE
0
0
36690
JANUS CAP GROUP INC
COM
47102X105
166
12500
SH
SOLE
0
0
12500
ISHARES TR
MICRO-CAP ETF
464288869
930
10837
SH
SOLE
0
0
10837
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
456
5326
SH
SOLE
0
0
5326
SALESFORCE COM INC
COM
79466L302
1418
20709
SH
SOLE
0
0
20709
ROYAL BK CDA MONTREAL QUE
COM
780087102
203
3000
SH
SOLE
0
0
3000
VANGUARD WORLD FDS
INF TECH ETF
92204A702
527
4338
SH
SOLE
0
0
4338
SPDR SERIES TRUST
S&P BIOTECH
78464A870
453
7645
SH
SOLE
0
0
7645
MASTERCARD INCORPORATED
CL A
57636Q104
422
4089
SH
SOLE
0
0
4089
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
956
19948
SH
SOLE
0
0
19948
CDN IMPERIAL BK COMM TORONTO
COM
136069101
286
3500
SH
SOLE
0
0
3500
WISDOMTREE TR
JAPN HEDGE EQT
97717W851
455
9180
SH
SOLE
0
0
9180
SPECTRA ENERGY CORP
COM
847560109
2889
70301
SH
SOLE
0
0
70301
ISHARES TR
1-3 YR CR BD ETF
464288646
4675
44554
SH
SOLE
0
0
44554
VANGUARD TAX 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
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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