LENOX WEALTH MANAGEMENT, INC.
CRD #132818 SEC #801-63546 CINCINNATI, OH 513-618-7080
SEC Registered Private Funds
Total AUM
$643.6M
Discretionary
$640.3M
Employees
13
Clients
1
Accounts
2,060
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $643.6M | $640.3M | $3.3M | 13 | 4 |
| May 2020 | $643.6M | $640.3M | $3.3M | 13 | 4 |
| Mar 2020 | $643.6M | $640.3M | $3.3M | 13 | 4 |
| Oct 2019 | $541.2M | $537.8M | $3.4M | 13 | 3 |
| Mar 2019 | $541.2M | $537.8M | $3.4M | 13 | 3 |
| Mar 2018 | $552.6M | $551.1M | $1.4M | 14 | 3 |
| Mar 2017 | $539.4M | $538M | $1.4M | 13 | 300 |
| Dec 2016 | $548M | $547.3M | $699.5K | 10 | 300 |
| Nov 2016 | $548M | $547.3M | $699.5K | 10 | 300 |
| Sep 2016 | $548M | $547.3M | $699.5K | 10 | 300 |
| Feb 2016 | $548M | $547.3M | $699.5K | 10 | 300 |
| Jan 2016 | $693.2M | $691.4M | $1.8M | 10 | 300 |
| Nov 2015 | $693.2M | $691.4M | $1.8M | 10 | 300 |
| Sep 2015 | $693.2M | $691.4M | $1.8M | 10 | 300 |
| Apr 2015 | $693.2M | $691.4M | $1.8M | 9 | 300 |
| Mar 2015 | $693.2M | $691.4M | $1.8M | 9 | 300 |
| Jan 2015 | $693.2M | $691.4M | $1.8M | 9 | 300 |
| Oct 2014 | $692.8M | $687.9M | $4.9M | 11 | 255 |
| Sep 2014 | $692.8M | $687.9M | $4.9M | 11 | 255 |
| Sep 2014 | $692.8M | $687.9M | $4.9M | 11 | 255 |
| Feb 2014 | $714.6M | $709.7M | $4.9M | 12 | 255 |
| Feb 2014 | $714.6M | $709.7M | $4.9M | 12 | 255 |
| Nov 2013 | $671.2M | $666.8M | $4.5M | 14 | 255 |
| May 2013 | $671.2M | $666.8M | $4.5M | 14 | 255 |
| Feb 2013 | $671.2M | $666.8M | $4.5M | 14 | 255 |
| Jan 2013 | $580.3M | $579.6M | $700K | 14 | 246 |
| Feb 2012 | $580.3M | $579.6M | $700K | 11 | 246 |
| Jun 2011 | $546M | $545M | $1M | -- | -- |
| Mar 2011 | $546M | $545M | $1M | -- | -- |
| Apr 2010 | $535.6M | $535.1M | $520K | -- | -- |
| Mar 2009 | $431.8M | $431.3M | $523K | -- | -- |
| Feb 2009 | $517.4M | $517.4M | $0 | -- | -- |
| Nov 2007 | $450M | $450M | $0 | -- | -- |
| Apr 2007 | $450M | $450M | $0 | -- | -- |
| Mar 2007 | $450M | $450M | $0 | -- | -- |
| Mar 2006 | $367.3M | $367.3M | $0 | -- | -- |
DateJun 2020
Total AUM$643.6M
Discretionary$640.3M
Non-Disc.$3.3M
Employees13
Clients4
DateMay 2020
Total AUM$643.6M
Discretionary$640.3M
Non-Disc.$3.3M
Employees13
Clients4
DateMar 2020
Total AUM$643.6M
Discretionary$640.3M
Non-Disc.$3.3M
Employees13
Clients4
DateOct 2019
Total AUM$541.2M
Discretionary$537.8M
Non-Disc.$3.4M
Employees13
Clients3
DateMar 2019
Total AUM$541.2M
Discretionary$537.8M
Non-Disc.$3.4M
Employees13
Clients3
DateMar 2018
Total AUM$552.6M
Discretionary$551.1M
Non-Disc.$1.4M
Employees14
Clients3
DateMar 2017
Total AUM$539.4M
Discretionary$538M
Non-Disc.$1.4M
Employees13
Clients300
DateDec 2016
Total AUM$548M
Discretionary$547.3M
Non-Disc.$699.5K
Employees10
Clients300
DateNov 2016
Total AUM$548M
Discretionary$547.3M
Non-Disc.$699.5K
Employees10
Clients300
DateSep 2016
Total AUM$548M
Discretionary$547.3M
Non-Disc.$699.5K
Employees10
Clients300
DateFeb 2016
Total AUM$548M
Discretionary$547.3M
Non-Disc.$699.5K
Employees10
Clients300
DateJan 2016
Total AUM$693.2M
Discretionary$691.4M
Non-Disc.$1.8M
Employees10
Clients300
DateNov 2015
Total AUM$693.2M
Discretionary$691.4M
Non-Disc.$1.8M
Employees10
Clients300
DateSep 2015
Total AUM$693.2M
Discretionary$691.4M
Non-Disc.$1.8M
Employees10
Clients300
DateApr 2015
Total AUM$693.2M
Discretionary$691.4M
Non-Disc.$1.8M
Employees9
Clients300
DateMar 2015
Total AUM$693.2M
Discretionary$691.4M
Non-Disc.$1.8M
Employees9
Clients300
DateJan 2015
Total AUM$693.2M
Discretionary$691.4M
Non-Disc.$1.8M
Employees9
Clients300
DateOct 2014
Total AUM$692.8M
Discretionary$687.9M
Non-Disc.$4.9M
Employees11
Clients255
DateSep 2014
Total AUM$692.8M
Discretionary$687.9M
Non-Disc.$4.9M
Employees11
Clients255
DateSep 2014
Total AUM$692.8M
Discretionary$687.9M
Non-Disc.$4.9M
Employees11
Clients255
DateFeb 2014
Total AUM$714.6M
Discretionary$709.7M
Non-Disc.$4.9M
Employees12
Clients255
DateFeb 2014
Total AUM$714.6M
Discretionary$709.7M
Non-Disc.$4.9M
Employees12
Clients255
DateNov 2013
Total AUM$671.2M
Discretionary$666.8M
Non-Disc.$4.5M
Employees14
Clients255
DateMay 2013
Total AUM$671.2M
Discretionary$666.8M
Non-Disc.$4.5M
Employees14
Clients255
DateFeb 2013
Total AUM$671.2M
Discretionary$666.8M
Non-Disc.$4.5M
Employees14
Clients255
DateJan 2013
Total AUM$580.3M
Discretionary$579.6M
Non-Disc.$700K
Employees14
Clients246
DateFeb 2012
Total AUM$580.3M
Discretionary$579.6M
Non-Disc.$700K
Employees11
Clients246
DateJun 2011
Total AUM$546M
Discretionary$545M
Non-Disc.$1M
Employees--
Clients--
DateMar 2011
Total AUM$546M
Discretionary$545M
Non-Disc.$1M
Employees--
Clients--
DateApr 2010
Total AUM$535.6M
Discretionary$535.1M
Non-Disc.$520K
Employees--
Clients--
DateMar 2009
Total AUM$431.8M
Discretionary$431.3M
Non-Disc.$523K
Employees--
Clients--
DateFeb 2009
Total AUM$517.4M
Discretionary$517.4M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$450M
Discretionary$450M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$367.3M
Discretionary$367.3M
Non-Disc.$0
Employees--
Clients--