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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 10, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| BEHYMER, GAIL, RONALD | I | DIRECTOR | NA | Control |
| Buhr, Elizabeth, Anne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Buhr, Elizabeth, Anne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Buhr, Elizabeth, Anne | I | DIRECTOR OF OPERATIONS | NA | Control |
| Buhr, Elizabeth, Anne | I | VICE PRESIDENT | NA | Control |
| Buhr, Elizabeth, Anne | I | VICE PRESIDENT | NA | Control |
| Buhr, Elizabeth, Anne | I | VICE PRESIDENT | NA | Control |
| Buhr, Elizabeth, Anne | I | VICE PRESIDENT | NA | Control |
| HUMMEL, JAY, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMMEL, JAY, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMMEL, JAY, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMMEL, JAY, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMMEL, JAY, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| HUMMEL, JAY, WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| JORDAN, CAROLINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORDAN, CAROLINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORDAN, CAROLINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORDAN, CAROLINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORDAN, CAROLINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORDAN, CAROLINE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LONG, JASON, DAVID | I | VICE PRESIDENT FINANCE | NA | Control |
| LONG, JASON, DAVID | I | VICE PRESIDENT FINANCE/ CHIEF COMPLIANCE OFFICER | NA | Control |
| LONG, JASON, DAVID | I | VICE PRESIDENT FINANCE/ CHIEF COMPLIANCE OFFICER | NA | Control |
| LONG, JASON, DAVID | I | VICE PRESIDENT FINANCE/ CHIEF COMPLIANCE OFFICER | NA | Control |
| LONG, JASON, DAVID | I | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER | NA | Control |
| LONG, JASON, DAVID | I | VICE PRESIDENT FINANCE/ CHIEF COMPLIANCE OFFICER | NA | Control |
| LONG, JASON, DAVID | I | VICE PRESIDENT FINANCE | NA | Control |
| LONG, JASON, DAVID | I | VICE PRESIDENT FINANCE | NA | Control |
| LONG, JASON, DAVID | I | VICE PRESIDENT FINANCE | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| LYNCH, MATTHEW, EDWARD | I | DIRECTOR | NA | Control |
| Luecke, Heather, M | I | SECRETARY | NA | Control |
| Luecke, Heather, M | I | SECRETARY | NA | Control |
| Luecke, Heather, M | I | SECRETARY | NA | Control |
| Luecke, Heather, M | I | VICE PRESIDENT | NA | Control |
| Luecke, Heather, M | I | VICE PRESIDENT | NA | Control |
| Luecke, Heather, M | I | VICE PRESIDENT | NA | Control |
| Luecke, Heather, M | I | VICE PRESIDENT | NA | Control |
| MEGERLE, ANNE, LAME | I | VICE PRESIDENT | NA | Control |
| MEGERLE, ANNE, LAME | I | VICE PRESIDENT | NA | Control |
| MEGERLE, ANNE, LAME | I | VICE PRESIDENT | NA | Control |
| MEGERLE, ANNE, LAME | I | SENIOR VICE PRESIDENT | NA | Control |
| MEGERLE, ANNE, LAME | I | SENIOR VICE PRESIDENT | NA | Control |
| MEGERLE, ANNE, LAME | I | SENIOR VICE PRESIDENT | NA | Control |
| MEGERLE, ANNE, LAME | I | SENIOR VICE PRESIDENT | NA | Control |
| NAPIER, GUY, EDWARD | I | DIRECTOR | NA | Control |
| NAPIER, GUY, EDWARD | I | DIRECTOR | NA | Control |
| NAPIER, GUY, EDWARD | I | DIRECTOR | NA | Control |
| NAPIER, GUY, EDWARD | I | DIRECTOR | NA | Control |
| NAPIER, GUY, EDWARD | I | DIRECTOR | NA | Control |
| NAPIER, GUY, EDWARD | I | DIRECTOR | NA | Control |
| NAPIER, GUY, EDWARD | I | DIRECTOR | NA | Control |
| NAPIER, GUY, EDWARD | I | DIRECTOR | NA | Control |
| REDER, STEVEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDER, STEVEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDER, STEVEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDER, STEVEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDER, STEVEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDER, STEVEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDER, STEVEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDER, STEVEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDER, STEVEN, EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDER, STEVEN, EDWARD | I | PRESIDENT | NA | Control |
| REDER, STEVEN, EDWARD | I | PRESIDENT | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| SCHMIDT, JACK, HOWARD | I | DIRECTOR | NA | Control |
| STROUD, GLENN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STROUD, GLENN, MARTIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WAHAM, GAIL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WAHAM, GAIL, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WELLS, BEN, F | I | DIRECTOR | NA | Control |
| WILSON, KRISTIN, BLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILSON, KRISTIN, BLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILSON, KRISTIN, BLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILSON, KRISTIN, BLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILSON, KRISTIN, BLEY | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | D | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | C | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN | C | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | C | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | C | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | C | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | C | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | C | Control |
| LAME, JOHN, CHRISTOPHER | I | DIRECTOR/CHAIRMAN/CEO | C | Control |
| BECKETT, JAMES, PAUL | I | VICE PRESIDENT | A | |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| REGAN, THOMAS, M. | I | VICE PRESIDENT | A | Control |
| SCHANK, MARY, JANE | I | DIRECTOR/PRESIDENT/CEO/CCO | A | Control |
| SPACCARELLI, DAVID, CHRISTOPHER | I | ASSISTANT VICE PRESIDENT | A |
Registrations
Federal
IA
Jun 10, 2020 REGISTERED
Notice Filings (12)
CA FL GA IL IN KY NH OH TN TX VA VT
Address
8044 MONTGOMERY ROADSUITE 170
CINCINNATI, OH 45236
United States
Phone: 513-618-7080