Chief Compliance Officer

0000870156-18-000030.txt : 20180726 0000870156-18-000030.hdr.sgml : 20180726 20180726114300 ACCESSION NUMBER: 0000870156-18-000030 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180726 DATE AS OF CHANGE: 20180726 EFFECTIVENESS DATE: 20180726 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: 18970882 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 06-30-2018 06-30-2018 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 07-24-2018 0 593 311094 false INFORMATION TABLE 2 aci_13f.xml AIA Group Ltd Common Stock 001317205 6571 187612 SH SOLE United Capital Finan 0 0 0 AMN Healthcare Services Inc Common Stock 001744101 12 213 SH SOLE United Capital Finan 0 0 0 Abbott Laboratories Common Stock 002824100 33 540 SH SOLE 0 0 0 0 Advanced Micro Devices Inc Common Stock 007903107 28 1847 SH SOLE Reporting 0 0 0 Air Liquide SA Common Stock 009126202 3594 143627 SH SOLE United Capital Finan 0 0 0 Air Products & Chemicals Inc Common Stock 009158106 24 155 SH SOLE Reporting 0 0 0 Alleghany Corp Common Stock 017175100 4 7 SH SOLE Reporting 0 0 0 Allstate Corp Common Stock 020002101 36 393 SH SOLE 0 0 0 0 Allstate Corp Preferred Stock 020002408 13 500 SH SOLE Reporting 0 0 0 Altaba Inc Common Stock 021346101 746 10195 SH SOLE United Capital Finan 0 0 0 Amazon.com Inc Common Stock 023135106 1243 731 SH SOLE Reporting 0 0 0 American Express Co Common Stock 025816109 108 1099 SH SOLE Reporting 0 0 0 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Fund 46434G822 191 3302 SH SOLE United Capital Finan 0 0 0 iShares iBonds Dec 2018 Term Corporate Exchange Traded Fund 46434VAA8 1329 52896 SH SOLE United Capital Finan 0 0 0 iShares iBonds Dec 2020 Term Corporate Exchange Traded Fund 46434VAQ3 1322 52796 SH SOLE Reporting 0 0 0 iShares iBonds Dec 2019 Term Corp ETF Exchange Traded Fund 46434VAU4 1330 53677 SH SOLE Reporting 0 0 0 iShares iBonds Dec 2023 Term Corp ETF Exchange Traded Fund 46434VAX8 1305 53763 SH SOLE Reporting 0 0 0 iShares iBonds Dec 2022 Term Corp ETF Exchange Traded Fund 46434VBA7 1310 53835 SH SOLE Reporting 0 0 0 iShares iBonds Dec 2025 Term Corp ETF Exchange Traded Fund 46434VBD1 1301 54352 SH SOLE Reporting 0 0 0 iShares iBonds Dec 2024 Term Corp ETF Exchange Traded Fund 46434VBG4 1299 53970 SH SOLE United Capital Finan 0 0 0 iShares iBonds Dec 2021 Term Corp ETF Exchange Traded Fund 46434VBK5 1317 54039 SH SOLE Reporting 0 0 0 iShares MSCI United Kingdom Exchange Traded Fund 46435G334 182 5220 SH SOLE United 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