Chief Compliance Officer

0001144204-16-112414.txt : 20160711 0001144204-16-112414.hdr.sgml : 20160711 20160711160429 ACCESSION NUMBER: 0001144204-16-112414 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160711 DATE AS OF CHANGE: 20160711 EFFECTIVENESS DATE: 20160711 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lenox Wealth Advisors, Inc. 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: 161762161 BUSINESS ADDRESS: STREET 1: 530 FIFTH AVENUE STREET 2: 14TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-231-9062 MAIL ADDRESS: STREET 1: 530 FIFTH AVENUE STREET 2: 14TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001569292 XXXXXXXX 06-30-2016 06-30-2016 false Lenox Wealth Advisors, Inc.

530 Fifth Avenue 14th Floor New York NY 10036

13F COMBINATION REPORT 028-15215 0001278249 028-10708 TOWER BRIDGE ADVISORS 0001093589 028-05119 ALTA CAPITAL MANAGEMENT LLC/ 0000727770 028-05267 DELAWARE MANAGEMENT BUSINESS TRUST 0000096616 028-00787 TCW ASSET MANAGEMENT CO 0000943656 028-05416 DENVER INVESTMENT ADVISORS LLC 0001109448 028-10562 ALLIANCEBERNSTEIN L.P. 0001085936 028-05015 SYSTEMATIC FINANCIAL MANAGEMENT LP 0001364615 028-11964 Aperio Group, LLC N Gregory Reynholds Chief Compliance Officer 212-231-9062 /s/ Gregory Reynholds New York NY 07-11-2016 0 206 340018 INFORMATION TABLE 2 infotable.xml SPDR S&P 500 ETF IV COM 78462F103 73362 350220 SH SOLE 0 0 350220 DEUTSCH X TRKS MSCI EAFE HDG EQY ETF COM 233051200 70020 2801892 SH SOLE 0 0 2801892 ISHARES MSCI EAFE ETF COM 464287465 48151 862610 SH SOLE 0 0 862610 ISHARES CORE S&P MID CAP ETF COM 464287507 45272 303046 SH SOLE 0 0 303046 POWERSHARES S&P 500 BUYWRITE ETF COM 73936G308 30770 1485038 SH SOLE 0 0 1485038 GOLDMAN SACHS ACTVBETA US LRG ETF COM 381430503 22422 528193 SH SOLE 0 0 528193 VANGUARD TOTAL WORLD STOCK ETF COM 922042742 9300 160146 SH SOLE 0 0 160146 ISHARES RUSSELL 1000 VALUE ETF IV COM 464287598 6193 59995 SH SOLE 0 0 59995 SPDR MSCI ACWI EX-US ETF COM 78463X848 5256 172606 SH SOLE 0 0 172606 SCHWAB US LARGE CAP ETF COM 808524201 3421 68733 SH SOLE 0 0 68733 MACYS INC COM 55616P104 2553 75968 SH SOLE 0 0 75968 CATHAY GENERAL BANCO COM 149150104 1761 62458 SH SOLE 0 0 62458 A G L RESOURCES INC COM 1204106 1671 25325 SH SOLE 0 0 25325 APPLE INC COM 37833100 1521 15909 SH SOLE 0 0 15909 FLEXSHARES QUALDIV ETF IV COM 33939L860 1260 34390 SH SOLE 0 0 34390 SPDR NUVEEN BARCLAYS SHORT TERM MUN BD ETF COM 78468R739 1183 24106 SH SOLE 0 0 24106 ALLERGAN PLC F COM G0177J108 1002 4334 SH SOLE 0 0 4334 PEPSICO INCORPORATED COM 713448108 828 7814 SH SOLE 0 0 7814 ISHARES CORE US AGGRGT BOND ETF IV COM 464287226 759 6738 SH SOLE 0 0 6738 ISHARES CORE MSCI EAFE ETF COM 46432F842 740 14269 SH SOLE 0 0 14269 LEUCADIA NATIONAL CO COM 527288104 693 40000 SH SOLE 0 0 40000 PFIZER INCORPORATED COM 717081103 603 17124 SH SOLE 0 0 17124 ISHARES NATIONL MUNI ETF COM 464288414 586 5142 SH SOLE 0 0 5142 AMAZON COM INC COM 23135106 402 562 SH SOLE 0 0 562 iShares MSCI Emerging Mkt Min Vol Index COM 464286533 374 7250 SH SOLE 0 0 7250 WILLIS TOWERS WATSON F COM G96629103 368 2963 SH SOLE 0 0 2963 MICROSOFT CORP COM 594918104 298 5832 SH SOLE 0 0 5832 GRAMMERCY PPTY TRUST COM 385002100 277 30000 SH SOLE 0 0 30000 ISHARES GOLD ETF COM 464285105 268 20980 SH SOLE 0 0 20980 EXXON MOBIL CORP COM 30231G102 254 2708 SH SOLE 0 0 2708 IBM CORP COM 459200101 238 1565 SH SOLE 0 0 1565 VANGUARD S&P 500 ETF COM 922908363 231 1200 SH SOLE 0 0 1200 CONSOLIDATED EDISON COM 209115104 230 2863 SH SOLE 0 0 2863 MERCK & CO INC COM 58933Y105 214 3707 SH SOLE 0 0 3707 ALPHABET INC. CLASS A Class A Shares 02079K305 204 290 SH SOLE 0 0 290 ALPHABET INC. CLASS C COM 02079K107 202 292 SH SOLE 0 0 292 SELECT SECTOR HEALTH CARE SPD ETF IV COM 81369Y209 196 2739 SH SOLE 0 0 2739 SPDR FUND CONSUMER DISCRE SEL ETF IV COM 81369Y407 196 2510 SH SOLE 0 0 2510 PUB SVC ENTERPISE GP COM 744573106 187 4002 SH SOLE 0 0 4002 FACEBOOK INC CLASS A Class A Shares 30303M102 185 1615 SH SOLE 0 0 1615 SL GREEN REALTY CORP REIT COM 78440X101 174 1636 SH SOLE 0 0 1636 ISHARES MSCI KLD 400 SOCIAL INDX ETF COM 464288570 163 2114 SH SOLE 0 0 2114 VANGUARD INDUSTRIALS ETF COM 92204A603 160 1506 SH SOLE 0 0 1506 PROCTER & GAMBLE COM 742718109 156 1840 SH SOLE 0 0 1840 VANGUARD INFORMATION TECHNOLOGY ETF COM 92204A702 133 1241 SH SOLE 0 0 1241 ISHARES S&P 500 VALUE ETF IV COM 464287408 130 1400 SH SOLE 0 0 1400 ISHARES RUSSELL 1000 ETF COM 464287622 128 1095 SH SOLE 0 0 1095 GENERAL MILLS INC COM 370334104 127 1778 SH SOLE 0 0 1778 VANGUARD SMALL CAP ETF IV COM 922908751 127 1096 SH SOLE 0 0 1096 ISHARES S&P 500 GROWTH ETF IV COM 464287309 124 1060 SH SOLE 0 0 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