0001633038-15-000002.txt : 20150206 0001633038-15-000002.hdr.sgml : 20150206 20150206154034 ACCESSION NUMBER: 0001633038-15-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150206 DATE AS OF CHANGE: 20150206 EFFECTIVENESS DATE: 20150206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keel Point Advisors, LLC CENTRAL INDEX KEY: 0001633038 IRS NUMBER: 542191781 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16421 FILM NUMBER: 15584303 BUSINESS ADDRESS: STREET 1: 8065 LEESBURG PIKE STREET 2: SUITE 300 CITY: VIENNA STATE: VA ZIP: 22182 BUSINESS PHONE: 703 226-2145 MAIL ADDRESS: STREET 1: 8065 LEESBURG PIKE STREET 2: SUITE 300 CITY: VIENNA STATE: VA ZIP: 22182 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001633038 XXXXXXXX 12-31-2014 12-31-2014 Keel Point Advisors, LLC

8065 LEESBURG PIKE SUITE 300 VIENNA VA 22182

13F HOLDINGS REPORT 028-16421 N Christopher Cook 703 226-2145 Christopher Cook Vienna VA 02-06-2015 0 70 124364 false INFORMATION TABLE 2 13F_Q42014.xml Abbott Laboratories COM 002824100 313 6947 SH SOLE 0 0 6947 Amgen Inc COM 031162100 517 3246 SH SOLE 0 0 3246 Apple Inc COM 037833100 354 3210 SH SOLE 0 0 3210 Archer Daniels Midland Company COM 039483102 261 5021 SH SOLE 0 0 5021 Automatic Data Processing COM 053015103 524 6289 SH SOLE 0 0 6289 AutoZone Inc COM 053332102 232 375 SH SOLE 0 0 375 Berkshire Hathaway Inc Cl A COM 084670108 452 2 SH SOLE 0 0 2 Berkshire Hathaway Inc CL B COM 084670702 750 4998 SH SOLE 0 0 4998 Bristol Myers Squibb Co COM 110122108 422 7156 SH SOLE 0 0 7156 Buckeye Partners LP COM 118230101 1362 18000 SH SOLE 0 0 18000 Capital One Financial Corp COM 14040H105 442 5355 SH SOLE 0 0 5355 Caviton Energy Systems Inc COM BEK996500 0 19160 SH SOLE 0 0 19160 Charter Comm Inc COM 16117m107 0 20000 SH SOLE 0 0 20000 Citigroup Inc COM 172967424 328 6068 SH SOLE 0 0 6068 Coastal South Bancshares Inc COM 190545103 43 27500 SH SOLE 0 0 27500 Corning Incorporated COM 219350105 407 17760 SH SOLE 0 0 17760 CSX Corp COM 126408103 248 6857 SH SOLE 0 0 6857 E.I. Dupont Denemours & Co. COM 263534109 204 2764 SH SOLE 0 0 2764 Eaton Corporation COM G29183103 204 3000 SH SOLE 0 0 3000 Eli Lilly & Company COM 532457108 281 4071 SH SOLE 0 0 4071 Enterprise Products Partners L COM 293792107 2777 76893 SH SOLE 0 0 76893 Exxon Mobil Corporation COM 30231G102 543 5872 SH SOLE 0 0 5872 General Electric Company COM 369604103 803 31788 SH SOLE 0 0 31788 Golden Arch Resources Ltd. COM 38079k101 0 23000 SH SOLE 0 0 23000 Goldman Sachs Group Inc COM 38141G104 775 4000 SH SOLE 0 0 4000 Holly Energy Partners LP COM 435763107 239 8000 SH SOLE 0 0 8000 International Business Machine COM 459200101 638 3978 SH SOLE 0 0 3978 iShares Dow Jones Select Divid COM 464287168 1596 20104 SH SOLE 0 0 20104 iShares Dow Jones US Real Esta COM 464287739 92 1195 SH SOLE 0 0 1195 iShares Dow Jones US Real Esta COM 464287739 576 7500 SH Put SOLE 0 0 7500 iShares MSCI EAFE Index Fund E COM 464287465 4718 77546 SH SOLE 0 0 77546 iShares MSCI Emerging Markets COM 464287234 531 13510 SH SOLE 0 0 13510 iShares Russell 2000 Index COM 464287655 1596 13343 SH SOLE 0 0 13343 iShares S&P Europe 350 Index E COM 464287861 793 18650 SH SOLE 0 0 18650 J. C. Penney Company, Inc. COM 708160106 350 54000 SH SOLE 0 0 54000 Kayne Anderson MLP COM 486606106 283 7400 SH SOLE 0 0 7400 Kinder Morgan, Inc. COM 49456B101 1319 31183 SH SOLE 0 0 31183 Magellan Midstream Partners LP COM 559080106 1323 16000 SH SOLE 0 0 16000 NextEra Energy, Inc. COM 65339F101 344 3240 SH SOLE 0 0 3240 Novo Nordisk A/S COM 670100205 215 5070 SH SOLE 0 0 5070 ONEOK Partners, L.P. COM 68268N103 515 13000 SH SOLE 0 0 13000 Pepsico Inc COM 713448108 1174 12412 SH SOLE 0 0 12412 Pfizer Inc COM 717081103 262 8416 SH SOLE 0 0 8416 Plum Creek Timber Co Inc COM 729251108 419 9800 SH SOLE 0 0 9800 PowerShares QQQ COM 73935A104 226 2187 SH SOLE 0 0 2187 Rydex S&P Equal Weight COM 78355W106 613 7656 SH SOLE 0 0 7656 SPDR S&P 500 ETF COM 78462F103 528 2570 SH SOLE 0 0 2570 SunTrust Banks Inc COM 867914103 260 6200 SH SOLE 0 0 6200 SYSCO Corporation COM 871829107 228 5735 SH SOLE 0 0 5735 Target Corporation COM 87612E106 677 8916 SH SOLE 0 0 8916 The Coca-Cola Company COM 191216100 312 7380 SH SOLE 0 0 7380 The KEYW Holding Corporation COM 493723100 834 80368 SH SOLE 0 0 80368 The Walt Disney Company COM 254687106 522 5539 SH SOLE 0 0 5539 Time Warner Cable Inc. COM 88732J207 365 2398 SH SOLE 0 0 2398 United Technologies Corp COM 913017109 429 3727 SH SOLE 0 0 3727 UTG, Inc. COM 293747341 310 21739 SH SOLE 0 0 21739 Vanguard FTSE Developed Market COM 921943858 4946 130570 SH SOLE 0 0 130570 Vanguard REIT Index ETF COM 922908553 18365 226732 SH SOLE 0 0 226732 Vanguard Russell 2000 Index ET COM 92206C664 4886 51132 SH SOLE 0 0 51132 Vanguard Total Stock Market ET COM 922908769 243 2296 SH SOLE 0 0 2296 Vertex Energy Inc COM 92534K107 51 12059 SH SOLE 0 0 12059 WisdomTree Europe SmallCap Div COM 97717W869 275 5339 SH SOLE 0 0 5339 iShares MSCI Mexico Index Fund COM 464286822 227 3820 SH SOLE 0 0 3820 iShares Russell 3000 Index Fun COM 464287689 625 5111 SH SOLE 0 0 5111 iShares Russell Midcap Index F COM 464287499 311 1862 SH SOLE 0 0 1862 iShares S&P 500 Growth COM 464287309 413 3698 SH SOLE 0 0 3698 iShares S&P 500 Index ETF COM 464287200 310 1499 SH SOLE 0 0 1499 Vanguard Dividend Appreciation COM 921908844 7892 97238 SH SOLE 0 0 97238 Vanguard MSCI Europe ETF COM 922042874 349 6662 SH SOLE 0 0 6662 Vanguard S&P 500 ETF COM 922908363 50941 270388 SH SOLE 0 0 270388