Chief Compliance Officer

0001104659-20-043013.txt : 20200403 0001104659-20-043013.hdr.sgml : 20200403 20200403150557 ACCESSION NUMBER: 0001104659-20-043013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200403 DATE AS OF CHANGE: 20200403 EFFECTIVENESS DATE: 20200403 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lenox Wealth Advisors, LLC CENTRAL INDEX KEY: 0001569292 IRS NUMBER: 453021070 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15215 FILM NUMBER: 20773038 BUSINESS ADDRESS: STREET 1: 90 PARK AVENUE STREET 2: SUITE 1700 CITY: NEW YORK STATE: NY ZIP: 10016 BUSINESS PHONE: 212-602-4544 MAIL ADDRESS: STREET 1: 90 PARK AVENUE STREET 2: SUITE 1700 CITY: NEW YORK STATE: NY ZIP: 10016 FORMER COMPANY: FORMER CONFORMED NAME: Lenox Wealth Advisors, Inc. DATE OF NAME CHANGE: 20130208 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001569292 XXXXXXXX 03-31-2020 03-31-2020 false Lenox Wealth Advisors, LLC

90 Park Avenue Suite 1700 New York NY 10016

13F COMBINATION REPORT 028-15215 0001093589 028-05119 ALTA CAPITAL MANAGEMENT LLC/ 0000727770 028-05267 MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 0000096616 028-00787 TCW ASSET MANAGEMENT CO LLC 0001109448 028-10562 ALLIANCEBERNSTEIN L.P. 0001085936 028-05015 SYSTEMATIC FINANCIAL MANAGEMENT LP 0001364615 028-11964 Aperio Group, LLC 0001703301 028-18017 SpiderRock Advisors, LLC 0001230440 028-17085 Neuberger Berman Investment Advisers LLC 0001018331 028-05788 NATIXIS ADVISORS, L.P. 0001102578 028-05269 EARNEST PARTNERS LLC 0001056593 028-04691 SCHAFER CULLEN CAPITAL MANAGEMENT INC 0001082917 028-04145 GW&K Investment Management, LLC N Gregory Reynholds Chief Compliance Officer 212-231-9062 /s/ Gregory Reynholds New York NY 04-03-2020 0 814 536019 INFORMATION TABLE 2 infotable.xml SPDR S&P 500 ETF COM 78462F103 72419 280965 SH SOLE 0 0 280965 ISHARES EDGE MSCI MIN VOL GLBL ETF COM 464286525 69068 859699 SH SOLE 0 0 859699 ISHARES CORE S&P MID CAP ETF COM 464287507 64981 451701 SH SOLE 0 0 451701 ISHARES CORE MSCI EAFE ETF COM 46432F842 42372 849307 SH SOLE 0 0 849307 GOLDMAN SACHS ACTVBETA US LRG ETF COM 381430503 38599 739584 SH SOLE 0 0 739584 WSDMTRE CBOE S P 500 PUTWRT STRG ETF COM 97717X560 36196 1607998 SH SOLE 0 0 1607998 WISDOMTREE INTERNATIONAL HGH DIV ETF COM 97717W802 27690 939266 SH SOLE 0 0 939266 PROSHARES S&P 500 DIV ARISTOCRAT ETF COM 74348A467 23493 407364 SH SOLE 0 0 407364 VANGUARD TOTAL WORLD STOCK ETF COM 922042742 21982 350039 SH SOLE 0 0 350039 JPMORGAN DVRSFD RTRN INTRNL EQT ETF COM 46641Q209 20961 484764 SH SOLE 0 0 484764 SPDR PORTFOLIO S&P 500 ETF COM 78464A854 13517 446833 SH SOLE 0 0 446833 ISHARES MSCI EAFE ETF COM 464287465 12834 240058 SH SOLE 0 0 240058 SCHWAB US LARGE CAP ETF COM 808524201 10501 171437 SH SOLE 0 0 171437 SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF COM 78468R739 9810 200609 SH SOLE 0 0 200609 FLEXSHARES INTL QTY DIV INDEX ETF COM 33939L837 8210 463291 SH SOLE 0 0 463291 SPDR PORTFOLIO S&P 400 MID CAP ETF COM 78464A847 7339 289731 SH SOLE 0 0 289731 APPLE INC COM 037833100 3851 15144 SH SOLE 0 0 15144 VANGUARD SHORT INFLATION PROT ETF IV COM 922020805 3804 78081 SH SOLE 0 0 78081 VANGUARD SHORT TERM COR BD ETF IV COM 92206C409 3526 44574 SH SOLE 0 0 44574 AMAZON.COM INC COM 023135106 3049 1564 SH SOLE 0 0 1564 FLEXSHARES QUAL DIV ETF COM 33939L860 2884 80210 SH SOLE 0 0 80210 MICROSOFT CORP COM 594918104 2344 14861 SH SOLE 0 0 14861 ISHARES RUSSELL 1000 VALUE ETF COM 464287598 1549 15614 SH SOLE 0 0 15614 INVESCO BULLETSHARES 2021 CORPORATE BOND ETF COM 46138J700 1502 71622 SH SOLE 0 0 71622 XTRACKERS MSCI EAFE HDGD EQY ETF COM 233051200 1474 55005 SH SOLE 0 0 55005 VANGUARD REAL ESTATE ETF COM 922908553 1260 18032 SH SOLE 0 0 18032 ALPHABET INC. 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