Chief Compliance Officer

0000870156-16-000068.txt : 20160211 0000870156-16-000068.hdr.sgml : 20160211 20160211171924 ACCESSION NUMBER: 0000870156-16-000068 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160211 DATE AS OF CHANGE: 20160211 EFFECTIVENESS DATE: 20160211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lenox Wealth Management, Inc. CENTRAL INDEX KEY: 0001464332 IRS NUMBER: 311445959 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16274 FILM NUMBER: 161412789 BUSINESS ADDRESS: STREET 1: 8044 MONTGOMERY ROAD STREET 2: SUITE 480 CITY: CINCINNATI STATE: OH ZIP: 45236 BUSINESS PHONE: 513-618-7080 MAIL ADDRESS: STREET 1: 8044 MONTGOMERY ROAD STREET 2: SUITE 480 CITY: CINCINNATI STATE: OH ZIP: 45236 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001464332 XXXXXXXX 12-31-2015 12-31-2015 Lenox Wealth Management, Inc.

8044 MONTGOMERY ROAD SUITE 480 CINCINNATI OH 45236

13F HOLDINGS REPORT 028-16274 N Steven E. Reder Chief Compliance Officer 513-618-7080 Steven E. Reder Cincinnati OH 02-11-2016 0 268 128869 false INFORMATION TABLE 2 aci_13f.xml 1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A CL A 84990175 2176 1100 SH SOLE 0 0 0 3M COMPANY COM 88579Y101 118 785 SH SOLE 0 0 0 A T & T INC COM 00206R102 133 3874 SH SOLE 0 0 0 ABBOTT LABORATORIES COM 2824100 76 1703 SH SOLE 0 0 0 AGILENT TECHNOLOGIES COM 00846U101 57 1358 SH SOLE 0 0 0 ALLEGHANY CORP DEL COM 17175100 3 7 SH SOLE 0 0 0 ALLERGAN PLC F SHS G0177J108 165 528 SH SOLE 0 0 0 ALLSTATE CORPORATION COM 20002101 91 1463 SH SOLE 0 0 0 ALPHABET INC CLASS A CL A 02079K305 295 379 SH SOLE 0 0 0 ALPHABET INC CLASS C CL C 02079K107 240 316 SH SOLE 0 0 0 ALTRIA GROUP INC COM 02209S103 15 250 SH SOLE 0 0 0 AMAZON COM INC COM 23135106 156 231 SH SOLE 0 0 0 AMBARELLA INC F SHS G037AX101 17 300 SH SOLE 0 0 0 AMER ELECTRIC PWR CO COM 25537101 7 120 SH SOLE 0 0 0 AMERICAN APPAREL INC COM 23850100 0 1613 SH SOLE 0 0 0 AMERICAN EXPRESS CO COM 25816109 86 1230 SH SOLE 0 0 0 AMERICAN INTL GROUP COM NEW 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ISHARES JPMORGAN USD MTS BOND ETF ISHARES 464288281 2 16 SH SOLE 0 0 0 ISHARES MORGSTAR MID CAP GRO ETF ISHARES 464288307 4 23 SH SOLE 0 0 0 ISHARES MORNG MID CAP VALUE ETF ISHARES 464288406 4 35 SH SOLE 0 0 0 ISHARES MRNSTAR LARGE CAP VAL ETF ISHARES 464288109 8 96 SH SOLE 0 0 0 ISHARES MSCI BRAZIL CAPPED ETF ISHARES 464286400 6 279 SH SOLE 0 0 0 ISHARES MSCI CANADA ETF ISHARES 464286509 19 905 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF ISHARES 464287465 283 4823 SH SOLE 0 0 0 ISHARES MSCI EMERGING MARKETS ETF ISHARES 464287234 211 6549 SH SOLE 0 0 0 ISHARES MSCI JAPAN ETF ISHARES 464286848 4 345 SH SOLE 0 0 0 ISHARES MSCI PACIFIC EX JAPAN ETF ISHARES 464286665 2 59 SH SOLE 0 0 0 ISHARES RUSSELL 1000 ETF ISHARES 464287622 766 6761 SH SOLE 0 0 0 ISHARES RUSSELL 1000 VALUE ETF ISHARES 464287598 12 120 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF ISHARES 464287655 3 29 SH SOLE 0 0 0 ISHARES RUSSELL 2000 VALUE ETF ISHARES 464287630 122 1327 SH SOLE 0 0 0 ISHARES S&P 100 ETF ISHARES 464287101 221 2425 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109 SH SOLE 0 0 0 MICROSOFT CORP COM 594918104 275 4950 SH SOLE 0 0 0 MINDBODY INCORPORATE CLASS A CL A 60255W105 0 20 SH SOLE 0 0 0 MOLYCORP INC COM 608753109 0 170 SH SOLE 0 0 0 MONSANTO CO COM 61166W101 11 115 SH SOLE 0 0 0 MOSAIC CO COM 61945C103 2 74 SH SOLE 0 0 0 MOTOROLA SOLUTIONS COM NEW 620076307 16 228 SH SOLE 0 0 0 MULTI COLOR CORP COM 625383104 60 1000 SH SOLE 0 0 0 MV PORTFOLIOS INC COM 553879107 0 3152 SH SOLE 0 0 0 MW BANCORP INC COM 55400T106 403 26820 SH SOLE 0 0 0 NATIONAL OILWELL VAR COM 637071101 23 686 SH SOLE 0 0 0 NETFLIX INC COM 64110L106 16 136 SH SOLE 0 0 0 NEXTERA ENERGY INC COM 65339F101 116 1113 SH SOLE 0 0 0 NIKE INC CLASS B CL B 654106103 163 2602 SH SOLE 0 0 0 NOW INC COM 67011P100 0 31 SH SOLE 0 0 0 NXP SEMICONDUCTORS F COM N6596X109 8 100 SH SOLE 0 0 0 OCCIDENTAL PETROL CO COM 674599105 4 53 SH SOLE 0 0 0 ORACLE CORPORATION COM 68389X105 167 4585 SH SOLE 0 0 0 PARK NATIONAL CORP COM 700658107 59 648 SH SOLE 0 0 0 PAYPAL HOLDINGS INCO COM 70450Y103 110 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