Chief Compliance Officer

0000870156-18-000016.txt : 20180426 0000870156-18-000016.hdr.sgml : 20180426 20180426141717 ACCESSION NUMBER: 0000870156-18-000016 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180426 DATE AS OF CHANGE: 20180426 EFFECTIVENESS DATE: 20180426 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: 18777823 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 03-31-2018 03-31-2018 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 04-26-2018 0 500 310373 false INFORMATION TABLE 2 aci_13f.xml AIA Group Ltd Common Stock 001317205 6186 179920 SH SOLE United Capital Finan 0 0 0 AMN Healthcare Services Inc Common Stock 001744101 10 179 SH SOLE United Capital Finan 0 0 0 Abbott Laboratories Common Stock 002824100 27 462 SH SOLE 0 0 0 Advanced Micro Devices Inc Common Stock 007903107 18 1847 SH SOLE 0 0 0 Air Liquide SA Common Stock 009126202 3316 134918 SH SOLE United Capital Finan 0 0 0 Air Products & Chemicals Inc Common Stock 009158106 24 155 SH SOLE 0 0 0 Alleghany Corp Common Stock 017175100 4 7 SH SOLE 0 0 0 Allstate Corp Common Stock 020002101 36 381 SH SOLE 0 0 0 Allstate Corp Preferred Stock 020002408 12 500 SH SOLE 0 0 0 Altaba Inc Common Stock 021346101 802 10845 SH SOLE United Capital Finan 0 0 0 Amazon.com Inc Common Stock 023135106 1031 713 SH SOLE 0 0 0 American Express Co Common Stock 025816109 100 1078 SH SOLE 0 0 0 American Financial Group Inc Common Stock 025932104 91 816 SH SOLE 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46432F842 46 703 SH SOLE 0 0 0 iShares MSCI Japan Exchange Traded Fund 46434G822 190 3134 SH SOLE United Capital Finan 0 0 0 iShares MSCI Italy ETF Exchange Traded Fund 46434G830 174 5437 SH SOLE United Capital Finan 0 0 0 iShares iBonds Dec 2018 Term Corporate Exchange Traded Fund 46434VAA8 1465 58309 SH SOLE United Capital Finan 0 0 0 iShares iBonds Dec 2020 Term Corporate Exchange Traded Fund 46434VAQ3 1452 57931 SH SOLE 0 0 0 iShares iBonds Dec 2019 Term Corp ETF Exchange Traded Fund 46434VAU4 1462 59041 SH SOLE 0 0 0 iShares iBonds Dec 2023 Term Corp ETF Exchange Traded Fund 46434VAX8 1441 58888 SH SOLE 0 0 0 iShares iBonds Dec 2022 Term Corp ETF Exchange Traded Fund 46434VBA7 1445 58985 SH SOLE 0 0 0 iShares iBonds Dec 2025 Term Corp ETF Exchange Traded Fund 46434VBD1 1441 59405 SH SOLE 0 0 0 iShares iBonds Dec 2024 Term Corp ETF Exchange Traded Fund 46434VBG4 1440 59043 SH SOLE United Capital Finan 0 0 0 iShares iBonds Dec 2021 Term Corp ETF Exchange Traded Fund 46434VBK5 1450 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