Director of Operations

0001580642-17-002623.txt : 20170428 0001580642-17-002623.hdr.sgml : 20170428 20170428153934 ACCESSION NUMBER: 0001580642-17-002623 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170428 DATE AS OF CHANGE: 20170428 EFFECTIVENESS DATE: 20170428 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: 17795065 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 03-31-2017 03-31-2017 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 04-26-2017 0 166 176724 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P500 ETF 464287200 1721 7254 SH SOLE 0 0 7254 ISHARES TR RUSSELL 2000 ETF 464287655 5482 39875 SH SOLE 0 0 39875 SPDR S&P 500 ETF TR TR UNIT 78462F103 946 4011 SH SOLE 0 0 4011 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1830 35672 SH SOLE 0 0 35672 AMAZON COM INC COM 023135106 3404 3840 SH SOLE 0 0 3840 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 283 1697 SH SOLE 0 0 1697 AMGEN INC COM 031162100 2629 16024 SH SOLE 0 0 16024 ABBOTT LABS COM 002824100 255 5750 SH SOLE 0 0 5750 FEDEX CORP COM 31428X106 2150 11018 SH SOLE 0 0 11018 ILLINOIS TOOL WKS INC COM 452308109 394 2975 SH SOLE 0 0 2975 NEWELL BRANDS INC COM 651229106 335 7100 SH SOLE 0 0 7100 ORACLE CORP COM 68389X105 222 4984 SH SOLE 0 0 4984 DU PONT E I DE NEMOURS & CO COM 263534109 266 3315 SH SOLE 0 0 3315 QUALCOMM INC COM 747525103 555 9675 SH SOLE 0 0 9675 DISNEY WALT CO COM DISNEY 254687106 3059 26976 SH SOLE 0 0 26976 HONEYWELL INTL INC COM 438516106 421 3370 SH SOLE 0 0 3370 US BANCORP DEL COM NEW 902973304 1439 27945 SH SOLE 0 0 27945 JOHNSON & JOHNSON COM 478160104 3118 25034 SH SOLE 0 0 25034 ISHARES TR MSCI EAFE ETF 464287465 9361 150285 SH SOLE 0 0 150285 AMERISOURCEBERGEN CORP COM 03073QAB4 1737 19626 SH SOLE 0 0 19626 CHEVRON CORP NEW COM 166764100 279 2600 SH SOLE 0 0 2600 MICROSOFT CORP COM 594918104 300 4549 SH SOLE 0 0 4549 AT&T INC COM 00206R102 474 11402 SH SOLE 0 0 11402 PRUDENTIAL FINL INC COM 744320102 271 2540 SH SOLE 0 0 2540 BB&T CORP COM 054937107 3150 70480 SH SOLE 0 0 70480 CISCO SYS INC COM 17275R102 248 7337 SH SOLE 0 0 7337 COCA COLA CO COM 191216100 993 23405 SH SOLE 0 0 23405 PEPSICO INC COM 713448108 881 7872 SH SOLE 0 0 7872 PPG INDS INC COM 693506107 263 2499 SH SOLE 0 0 2499 VERIZON COMMUNICATIONS INC COM 92343V104 2140 43893 SH SOLE 0 0 43893 SPDR SERIES TRUST DJ REIT ETF 78464A607 1865 20206 SH SOLE 0 0 20206 ISHARES TR U.S. BAS MTL ETF 464287838 428 4800 SH SOLE 0 0 4800 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 1509 28791 SH SOLE 0 0 28791 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 227 3053 SH SOLE 0 0 3053 ISHARES TR NASDQ BIOTEC ETF 464287556 1619 5522 SH SOLE 0 0 5522 DEERE & CO COM 244199105 266 2447 SH SOLE 0 0 2447 STARBUCKS CORP COM 855244109 2999 51369 SH SOLE 0 0 51369 EXXON MOBIL CORP COM 30231G102 3542 43191 SH SOLE 0 0 43191 ASTRAZENECA PLC SPONSORED ADR 046353108 327 10500 SH SOLE 0 0 10500 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 581 17690 SH SOLE 0 0 17690 COLGATE PALMOLIVE CO COM 194162103 1924 26281 SH SOLE 0 0 26281 LILLY ELI & CO COM 532457108 844 10032 SH SOLE 0 0 10032 CVS HEALTH CORP COM 126650100 2324 29603 SH SOLE 0 0 29603 STATE STR CORP COM 857477103 2412 30295 SH SOLE 0 0 30295 SCHLUMBERGER LTD COM 806857108 3025 38738 SH SOLE 0 0 38738 MERCK & CO INC COM 58933Y105 2437 38348 SH SOLE 0 0 38348 MICRON TECHNOLOGY INC COM 595112103 422 14600 SH SOLE 0 0 14600 RAYMOND JAMES FINANCIAL INC COM 754730109 235 3080 SH SOLE 0 0 3080 PROCTER AND GAMBLE CO COM 742718109 590 6572 SH SOLE 0 0 6572 GENERAL ELECTRIC CO COM 369604103 2989 100297 SH SOLE 0 0 100297 KIMBERLY CLARK CORP COM 494368103 548 4164 SH SOLE 0 0 4164 MCDONALDS CORP COM 580135101 1943 14989 SH SOLE 0 0 14989 JPMORGAN CHASE & CO COM 46625H100 4396 50050 SH SOLE 0 0 50050 PRICELINE GRP INC COM NEW 741503403 3676 2065 SH SOLE 0 0 2065 WILLIAMS COS INC DEL COM 969457100 222 7500 SH SOLE 0 0 7500 WELLS FARGO & CO NEW COM 949746101 510 9161 SH SOLE 0 0 9161 FORD MTR CO DEL COM PAR $0.01 345370860 249 21350 SH SOLE 0 0 21350 UNITEDHEALTH GROUP INC COM 91324P102 2248 13709 SH SOLE 0 0 13709 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1648 13750 SH SOLE 0 0 13750 UNITED TECHNOLOGIES CORP COM 913017109 1971 17563 SH SOLE 0 0 17563 3M CO COM 88579Y101 1250 6532 SH SOLE 0 0 6532 WASTE MGMT INC DEL COM 94106L109 255 3500 SH SOLE 0 0 3500 SMUCKER J M CO COM NEW 832696405 206 1571 SH SOLE 0 0 1571 DUKE ENERGY CORP NEW COM NEW 26441C204 1306 15928 SH SOLE 0 0 15928 APPLE INC COM 037833100 3486 24264 SH SOLE 0 0 24264 LAM RESEARCH CORP COM 512807108 277 2160 SH SOLE 0 0 2160 GENERAL MLS INC COM 370334104 2260 38302 SH SOLE 0 0 38302 EXPRESS SCRIPTS HLDG CO COM 30219G108 298 4519 SH SOLE 0 0 4519 GENERAL DYNAMICS CORP COM 369550108 278 1484 SH SOLE 0 0 1484 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3383 85182 SH SOLE 0 0 85182 PAYCHEX INC COM 704326107 1976 33548 SH SOLE 0 0 33548 ISHARES TR SELECT DIVID ETF 464287168 465 5103 SH SOLE 0 0 5103 NUCOR CORP COM 670346105 247 4140 SH SOLE 0 0 4140 STANLEY BLACK & DECKER INC COM 854502101 213 1600 SH SOLE 0 0 1600 CHURCH & DWIGHT INC COM 171340102 335 6710 SH SOLE 0 0 6710 ALPHABET INC CAP STK CL A 02079K305 3221 3799 SH SOLE 0 0 3799 SPDR GOLD TRUST GOLD SHS 78463V107 1377 11600 SH SOLE 0 0 11600 VANGUARD INDEX FDS REIT ETF 922908553 342 4141 SH SOLE 0 0 4141 CANADIAN NATL RY CO COM 136375102 413 5580 SH SOLE 0 0 5580 VANGUARD INDEX FDS SMALL CP ETF 922908751 4680 35110 SH SOLE 0 0 35110 ISHARES TR MICRO-CAP ETF 464288869 383 4473 SH SOLE 0 0 4473 SPDR SERIES TRUST S&P DIVID ETF 78464A763 452 5124 SH SOLE 0 0 5124 SALESFORCE COM INC COM 79466L302 1824 22111 SH SOLE 0 0 22111 ENBRIDGE INC COM 29250N105 2814 67245 SH SOLE 0 0 67245 VANGUARD WORLD FDS INF TECH ETF 92204A702 603 4448 SH SOLE 0 0 4448 SPDR SERIES TRUST S&P BIOTECH 78464A870 491 7085 SH SOLE 0 0 7085 MASTERCARD INCORPORATED CL A 57636Q104 460 4089 SH SOLE 0 0 4089 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 525 10180 SH SOLE 0 0 10180 PROSHARES TR PSHS ULT S&P 500 74347R107 2066 24350 SH SOLE 0 0 24350 CDN IMPERIAL BK COMM TORONTO COM 136069101 302 3500 SH SOLE 0 0 3500 WISDOMTREE TR JAPN HEDGE EQT 97717W851 465 9180 SH SOLE 0 0 9180 ISHARES TR 1-3 YR CR BD ETF 464288646 4823 45833 SH SOLE 0 0 45833 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 5305 134991 SH SOLE 0 0 134991 ISHARES TR INTERM CR BD ETF 464288638 3707 34022 SH SOLE 0 0 34022 VISA INC COM CL A 92826C839 2562 28826 SH SOLE 0 0 28826 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1155 13376 SH SOLE 0 0 13376 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4888 61293 SH SOLE 0 0 61293 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 642 10220 SH SOLE 0 0 10220 NIELSEN HLDGS PLC SHS EUR G6518L108 207 5000 SH SOLE 0 0 5000 DBX ETF TR XTRAK MSCI EAFE 233051200 1081 36528 SH SOLE 0 0 36528 MARATHON PETE CORP COM 56585A102 422 8350 SH SOLE 0 0 8350 FACEBOOK INC CL A 30303M102 3363 23672 SH SOLE 0 0 23672 ISHARES INC CORE MSCI EMKT 46434G103 4478 93705 SH SOLE 0 0 93705 ISHARES TR CORE MSCI EAFE 46432F842 412 7107 SH SOLE 0 0 7107 ABBVIE INC COM 00287Y109 658 10104 SH SOLE 0 0 10104 PLATFORM SPECIALTY PRODS COR COM 72766Q105 286 22000 SH SOLE 0 0 22000 ALPHABET INC CAP STK CL C 02079K107 1931 2328 SH SOLE 0 0 2328 PAYPAL HLDGS INC COM 70450Y103 2756 64057 SH SOLE 0 0 64057 UNDER ARMOUR INC CL C 904311206 1222 66795 SH SOLE 0 0 66795 3M CO COM 88579Y101 29 150 SH SOLE 0 0 150 ACCENTURE PLC IRELAND COM G1151C101 93 775 SH SOLE 0 0 775 ALPHABET INC VOTING COM 02079K305 55 65 SH SOLE 0 0 65 ALPHABET INC NON VOTING COM 02079K107 54 65 SH SOLE 0 0 65 AMAZON COM INC COM 023135106 121 137 SH SOLE 0 0 137 AMERISOURCEBERGEN CORP COM 03073QAB4 54 605 SH SOLE 0 0 605 AMGEN INC COM 031162100 88 535 SH SOLE 0 0 535 APPLE INC COM 037833100 135 940 SH SOLE 0 0 940 BB&T CORP COM 054937107 89 1985 SH SOLE 0 0 1985 COCA-COLA COMPANY COM 191216100 25 600 SH SOLE 0 0 600 COLGATE-PALMOLIVE CO COM 194162103 26 355 SH SOLE 0 0 355 CVS HEALTH COM 126650100 69 880 SH SOLE 0 0 880 DISNEY WALT COMPANY COM 254687106 121 1070 SH SOLE 0 0 1070 DUKE ENERGY CORP COM 26441C204 25 305 SH SOLE 0 0 305 ENBRIDGE INC COM 29250N105 60 1441 SH SOLE 0 0 1441 EXXON MOBIL CORP COM 30231G102 73 895 SH SOLE 0 0 895 FACEBOOK INC COM 30303M102 81 570 SH SOLE 0 0 570 FEDEX CORPORATION COM 31428X106 77 395 SH SOLE 0 0 395 GENERAL ELECTRIC COMPANY COM 369604103 78 2630 SH SOLE 0 0 2630 GENERAL MILLS INC COM 370334104 48 805 SH SOLE 0 0 805 JOHNSON & JOHNSON COM 478160104 95 760 SH SOLE 0 0 760 JPMORGAN CHASE & CO COM 46625H100 110 1255 SH SOLE 0 0 1255 KIMBERLY-CLARK CORP COM 494368103 14 110 SH SOLE 0 0 110 MCDONALDS CORP COM 580135101 91 705 SH SOLE 0 0 705 MERCK & CO INC NEW COM 58933Y105 91 1430 SH SOLE 0 0 1430 PAYCHEX INC COM 704326107 51 870 SH SOLE 0 0 870 PAYPAL HOLDINGS INC COM 70450Y103 63 1460 SH SOLE 0 0 1460 PRICELINE GROUP INC COM 741503403 48 27 SH SOLE 0 0 27 PROCTER & GAMBLE CO COM 742718109 22 250 SH SOLE 0 0 250 SALESFORCE.COM COM 79466L302 61 735 SH SOLE 0 0 735 SCHLUMBERGER LTD COM 806857108 92 1175 SH SOLE 0 0 1175 STARBUCKS CORP COM 855244109 89 1520 SH SOLE 0 0 1520 STATE STR CORP COM 857477103 79 995 SH SOLE 0 0 995 UNDER ARMOUR INC COM 904311206 24 1320 SH SOLE 0 0 1320 UNITED TECHNOLOGIES CORP COM 913017109 40 360 SH SOLE 0 0 360 UNITEDHEALTH GROUP COM 91324P102 46 280 SH SOLE 0 0 280 US BANCORP NEW COM 902973304 43 840 SH SOLE 0 0 840 VERIZON COMMUNICATIONS COM 92343V104 40 815 SH SOLE 0 0 815 VISA INC CLASS A COM 92826C839 124 1400 SH SOLE 0 0 1400 HEALTH CARE SECTOR ETF ETF 81369Y209 12 155 SH SOLE 0 0 155 ISHARES CORE US AGG ETF ETF 464287226 88 810 SH SOLE 0 0 810 ISHARES MBS ETF ETF 464288588 106 1000 SH SOLE 0 0 1000 ISHARES RUSSELL 2000 ETF ETF 464287655 97 705 SH SOLE 0 0 705 ISHARES SELECT DIV ETF ETF 464287168 25 275 SH SOLE 0 0 275 ISHARES U.S. INDLS ETF ETF 464287754 10 80 SH SOLE 0 0 80 ISHARES U.S. TECH ETF ETF 464287721 13 95 SH SOLE 0 0 95 ISHS NASDAQ BIOTECH ETF ETF 464287556 59 200 SH SOLE 0 0 200 ISHS NATL MUNI BOND ETF ETF 464288414 46 425 SH SOLE 0 0 425 MATERIALS SECTOR SP ETF ETF 81369Y100 45 860 SH SOLE 0 0 860 SPDR DOWN JONES REIT ETF ETF 78464A607 26 285 SH SOLE 0 0 285 SPDR S&P 500 TRUST ETF ETF 78462F103 14 60 SH SOLE 0 0 60 SPDR S&P DIVIDEND ETF ETF 78464A763 21 240 SH SOLE 0 0 240 UTILITIES SECTOR SPD ETF ETF 81369Y886 56 1100 SH SOLE 0 0 1100 VANGUARD FTSE DEV ETF ETF 927804617 174 4415 SH SOLE 0 0 4415 VANGUARD FTSE EMRG ETF ETF 922042858 95 2385 SH SOLE 0 0 2385 VANGUARD REIT ETF ETF 922908553 38 455 SH SOLE 0 0 455 VANGUARD SHRT TRM CP ETF ETF 92206C409 42 530 SH SOLE 0 0 530