Chief Compliance Officer

0001104659-21-005101.txt : 20210119 0001104659-21-005101.hdr.sgml : 20210119 20210119100548 ACCESSION NUMBER: 0001104659-21-005101 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210119 DATE AS OF CHANGE: 20210119 EFFECTIVENESS DATE: 20210119 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: 21534399 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 12-31-2020 12-31-2020 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. 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 01-15-2021 0 651 703068 INFORMATION TABLE 2 infotable.xml ISHARES CORE S&P MID CAP ETF COM 464287507 109043 474450 SH SOLE 0 0 474450 SPDR S&P 500 ETF COM 78462F103 97188 259945 SH SOLE 0 0 259945 ISHARES MSCI GLOBAL MIN VOL FCT ETF COM 464286525 87651 904458 SH SOLE 0 0 904458 ISHARES CORE MSCI EAFE ETF COM 46432F842 57573 833310 SH SOLE 0 0 833310 WSDMTRE CBOE S P 500 PUTWRT STRG ETF COM 97717X560 46862 1642259 SH SOLE 0 0 1642259 WISDOMTREE INTERNATIONAL HGH DIV ETF COM 97717W802 35771 955430 SH SOLE 0 0 955430 PROSHARES S&P 500 DIV ARISTOCRAT ETF COM 74348A467 32228 403454 SH SOLE 0 0 403454 JPMORGAN DVRSFD RTRN INTRNL EQT ETF COM 46641Q209 29499 506773 SH SOLE 0 0 506773 VANGUARD TOTAL WORLD STOCK ETF COM 922042742 29154 314910 SH SOLE 0 0 314910 SPDR PORTFOLIO S&P 500 ETF COM 78464A854 26244 596996 SH SOLE 0 0 596996 ISHARES MSCI EAFE ETF COM 464287465 24113 330494 SH SOLE 0 0 330494 SCHWAB US LARGE CAP ETF COM 808524201 14471 159113 SH SOLE 0 0 159113 FLEXSHARES INTL QTY DIV INDEX ETF COM 33939L837 14145 585454 SH SOLE 0 0 585454 SPDR PORTFOLIO S&P 400 MID CAP ETF COM 78464A847 9467 234328 SH SOLE 0 0 234328 APPLE INC COM 037833100 6777 51075 SH SOLE 0 0 51075 GOLDMAN SACHS ACTVBETA US LRG ETF COM 381430503 6210 82047 SH SOLE 0 0 82047 AMAZON.COM INC COM 023135106 4980 1529 SH SOLE 0 0 1529 FLEXSHARES QUAL DIV ETF COM 33939L860 4463 90268 SH SOLE 0 0 90268 SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF COM 78468R739 4266 85687 SH SOLE 0 0 85687 VANGUARD SHRT INF PROT SEC INDEX ETF COM 922020805 3791 74181 SH SOLE 0 0 74181 MICROSOFT CORP COM 594918104 2851 12817 SH SOLE 0 0 12817 XTRACKERS MSCI EAFE HDGD EQY ETF COM 233051200 1912 56900 SH SOLE 0 0 56900 FACEBOOK INC CLASS A Class A Shares 30303M102 1789 6549 SH SOLE 0 0 6549 ALPHABET INC. 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