Lenox Wealth Advisors LLC

Lenox Wealth Advisors LLC is a New York-based Limited Liability Company, with 30 employees, of which 20 serve in advisory roles, offering financial services to 2026 clients. The firm's legal name is LENOX WEALTH ADVISORS, LLC, and its SEC status is currently labeled as Approved, having been registered with the U.S. Securities and Exchange Commission since Nov 28, 2011.

• BRETT RONALD SCHNEIDER

  DIRECTOR owns less than 5%

• DAVID M CARTER

  CHIEF INVESTMENT OFFICER owns less than 5%

• EDWARD GEORGE O'MALLEY

  DIRECTOR owns less than 5%

• GREGORY KARL LARGE

  MANAGING DIRECTOR owns less than 5%

• GREGORY KEVIN REYNHOLDS

  CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER owns less than 5%

• LORI MICHELL LIESER

  VICE PRESIDENT owns less than 5%

• LWA HOLDINGS LLC

  SHAREHOLDER owns 75% or more

• MICHAEL ANDREW BOOK

  MANAGING DIRECTOR owns less than 5%

• RICK PIERCE VAN BENSCHOTEN

  CHIEF EXECUTIVE OFFICER owns less than 5%

• VERONICA EI CHUN MOO

  DIRECTOR owns less than 5%

• MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P.

  OWNER owns more than 25% but less than 50%

• MADISON DEARBORN PARTNERS

  GENERAL PARTNER

• MADISON DEARBORN PARTNERS VI-A&C, L.P.

  GENERAL PARTNER

• NFP CORP

  OWNER owns more than 50% but less than 75%

• NFP HOLDINGS, LLC

  OWNER owns 75% or more

• NFP INTERMEDIATE HOLDINGS A. CORP.

  OWNER owns 75% or more

• NFP INTERMEDIATE HOLDINGS B. CORP.

  OWNER owns 75% or more

• NFP PARENT CO, LLC

  OWNER owns 75% or more

• NFP ULTIMATE HOLDINGS, LLC

  OWNER owns 75% or more

• Phoenix Investment Adviser LLC
• Warburg Pincus LLC
• Bentham Capital Management LLC
• Darsana Capital Partners LP
• Pinebridge Investments LLC
• Pivotalpath Americas LLC
• Altamar Partners North America LLC
• Kinyan Capital Management LLC
• Sessa Capital IM LP
• GS Investment Strategies LLC

• Analyzing Lenox Wealth Advisors' Q4 2021 vs. Q1 2022 13F Holdings: Dramatic Changes in Fund Strategy?

• SPDR S&P 500 ETF TR TR UNIT $91,135k
• ISHARES INC $72,074k
• ISHARES $68,295k
• ISHARES TR CORE S&P MCP ETF $57,400k
• GOLDMAN SACHS ETF TR $43,918k
• FLEXSHARES TR $40,767k
• WISDOMTREE TR $38,804k
• Invesco Bullestshares 2021 (BS $29,067k
• JP MORGAN EXCHANGE TRADED FD $25,058k
• VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF $23,135k