Chief Compliance Officer

0000870156-17-000019.txt : 20170512 0000870156-17-000019.hdr.sgml : 20170512 20170512111332 ACCESSION NUMBER: 0000870156-17-000019 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170512 DATE AS OF CHANGE: 20170512 EFFECTIVENESS DATE: 20170512 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: 17837054 BUSINESS ADDRESS: STREET 1: 8044 MONTGOMERY ROAD STREET 2: SUITE 170 CITY: CINCINNATI STATE: OH ZIP: 45236 BUSINESS PHONE: 513-618-7080 MAIL ADDRESS: STREET 1: 8044 MONTGOMERY ROAD STREET 2: SUITE 170 CITY: CINCINNATI STATE: OH ZIP: 45236 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001464332 XXXXXXXX 03-31-2017 03-31-2017 Lenox Wealth Management, Inc.

8044 MONTGOMERY ROAD SUITE 170 CINCINNATI OH 45236

13F COMBINATION REPORT 028-16274 U.S. Bank N Elizabeth A. Buhr Chief Compliance Officer 513-618-7080 Elizabeth A. Buhr Cincinnati OH 05-11-2017 0 246 139009 false INFORMATION TABLE 2 aci_13f.xml 1/100 BERKSHIRE HTWY CLA 100 SHS=1 WHOLE SH BRK A CL A 084990175 2249 900 SH SOLE 0 0 0 3M COMPANY COM 88579Y101 206 1075 SH SOLE 0 0 0 A T & T INC COM 00206R102 134 3223 SH SOLE 0 0 0 ABBOTT LABORATORIES COM 002824100 20 451 SH SOLE 0 0 0 AGILENT TECHNOLOGIES COM 00846U101 25 475 SH SOLE 0 0 0 ALLEGHANY CORP DEL COM 017175100 4 7 SH SOLE 0 0 0 ALLERGAN PLC F SHS G0177J108 41 172 SH SOLE 0 0 0 ALLSTATE CORPORATION COM 020002101 40 496 SH SOLE 0 0 0 ALPHABET INC CLASS A CL A 02079K305 304 359 SH SOLE 0 0 0 ALPHABET INC CLASS C CL C 02079K107 241 291 SH SOLE 0 0 0 ALTRIA GROUP INC COM 02209S103 0 0 SH SOLE 0 0 0 AMAZON COM INC COM 023135106 600 677 SH SOLE 0 0 0 AMBARELLA INC F SHS G037AX101 16 300 SH SOLE 0 0 0 AMER ELECTRIC PWR CO COM 025537101 74 1100 SH SOLE 0 0 0 AMERICAN EXPRESS CO COM 025816109 85 1079 SH SOLE 0 0 0 AMERICAN INTL GROUP COM NEW 026874784 27 427 SH SOLE 0 0 0 AMERISOURCEBERGEN CO COM 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ISHARES CORE S&P 500 ETF @ ISHARES 464287200 629 2652 SH SOLE 0 0 0 ISHARES CORE S&P SMALL CAP ETF ISHARES 464287804 8 116 SH SOLE 0 0 0 ISHARES CORE US AGGREGATE BOND ETF ISHARES 464287226 380 3500 SH SOLE 0 0 0 ISHARES EUROPE ETF ISHARES 464287861 9 206 SH SOLE 0 0 0 ISHARES EXPONENTIAL TECHNOLOGIES ETF ISHARES 46434V381 9 300 SH SOLE 0 0 0 ISHARES GLOBAL TECH ETF ISHARES 464287291 32 260 SH SOLE 0 0 0 ISHARES GOLD ETF ISHARES 464285105 429 35740 SH SOLE 0 0 0 ISHARES IBOXX HIGH YIELD BOND ETF ISHARES 464288513 3 32 SH SOLE 0 0 0 ISHARES IBOXX INVT GRADE BOND ETF ISHARES 464287242 4 33 SH SOLE 0 0 0 ISHARES INTERNATIONAL SEL DIV ETF ISHARES 464288448 2 49 SH SOLE 0 0 0 ISHARES JPMORGAN USD MTS BOND ETF ISHARES 464288281 2 16 SH SOLE 0 0 0 ISHARES MORGSTAR MID CAP GRO ETF ISHARES 464288307 3 16 SH SOLE 0 0 0 ISHARES MORNG MID CAP VALUE ETF ISHARES 464288406 5 35 SH SOLE 0 0 0 ISHARES MRNSTAR LARGE CAP VAL ETF ISHARES 464288109 9 96 SH SOLE 0 0 0 ISHARES MSCI BRAZIL CAPPED ETF ISHARES 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