Chief Compliance Officer

0001104659-21-054726.txt : 20210426 0001104659-21-054726.hdr.sgml : 20210426 20210426084231 ACCESSION NUMBER: 0001104659-21-054726 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210426 DATE AS OF CHANGE: 20210426 EFFECTIVENESS DATE: 20210426 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: 21851724 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 03-31-2021 03-31-2021 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. 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 04-22-2021 0 732 729290 INFORMATION TABLE 2 infotable.xml ISHARES CORE S&P MID CAP ETF COM 464287507 120720 463808 SH SOLE 0 0 463808 SPDR S&P 500 ETF COM 78462F103 91936 231969 SH SOLE 0 0 231969 ISHARES MSCI GLOBAL MIN VOL FCT ETF COM 464286525 89416 906307 SH SOLE 0 0 906307 ISHARES CORE MSCI EAFE ETF COM 46432F842 56742 787538 SH SOLE 0 0 787538 WSDMTRE CBOE S P 500 PUTWRT STRG ETF COM 97717X560 48710 1613107 SH SOLE 0 0 1613107 WISDOMTREE INTERNATIONAL HGH DIV ETF COM 97717W802 37569 955797 SH SOLE 0 0 955797 PROSHARES S&P 500 DIV ARISTOCRAT ETF COM 74348A467 35012 405886 SH SOLE 0 0 405886 JPMORGAN DVRSFD RTRN INTRNL EQT ETF COM 46641Q209 30975 507792 SH SOLE 0 0 507792 SPDR PORTFOLIO S&P 500 ETF COM 78464A854 30661 657818 SH SOLE 0 0 657818 VANGUARD TOTAL WORLD STOCK ETF COM 922042742 30602 314547 SH SOLE 0 0 314547 ISHARES MSCI EAFE ETF COM 464287465 26724 352231 SH SOLE 0 0 352231 SCHWAB US LARGE CAP ETF COM 808524201 15783 164356 SH SOLE 0 0 164356 FLEXSHARES INTL QTY DIV INDEX ETF COM 33939L837 15612 607723 SH SOLE 0 0 607723 SPDR PORTFOLIO S&P 400 MID CAP ETF COM 78464A847 10638 232477 SH SOLE 0 0 232477 GOLDMAN SACHS ACTVBETA US LRG ETF COM 381430503 6143 77643 SH SOLE 0 0 77643 APPLE INC COM 037833100 5821 47657 SH SOLE 0 0 47657 FLEXSHARES QUAL DIV ETF COM 33939L860 4829 90592 SH SOLE 0 0 90592 AMAZON.COM INC COM 023135106 4360 1409 SH SOLE 0 0 1409 SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF COM 78468R739 4049 81707 SH SOLE 0 0 81707 VANGUARD SHRT INF PROT SEC INDEX ETF COM 922020805 3859 74865 SH SOLE 0 0 74865 MICROSOFT CORP COM 594918104 2453 10405 SH SOLE 0 0 10405 XTRACKERS MSCI EAFE HDGD EQY ETF COM 233051200 2026 55810 SH SOLE 0 0 55810 ALPHABET INC. 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