LENOX WEALTH ADVISORS Overview

Lenox Wealth Advisors Inc. is an investment advisor that manages 763 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 339MM in positions, representing 44% of the manager's regulatory AUM.

LENOX WEALTH ADVISORS StockAlpha

-4.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LENOX WEALTH ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 21% ETF 4.72% 0% 0 29%
DBEF 20.22% ETF 6.1% 0.21% 1 1%
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FEATURED IN
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LENOX WEALTH ADVISORS Founders and Key Employees

Name Title In Position Since
David M. Carter Chief Investment Officer/President January-2012
Gregory K. Reynholds Chief Compliance Officer/Senior Portfolio Manager January-2013
Michael A. Book Managing Director January-2012
Gregory K. Large Managing Director January-2012
Rick P. Van Benschoten Managing Director January-2012
David B. Schrohe Executive Vice President April-2013
Christina D. Cade Chief Financial Officer/Vice President/Treasurer January-2012
Edward G. O'Malley Director February-2015
Brett R. Schneider Director November-2011
Michael A. Evan Director/Vice President September-2013

LENOX WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

LENOX WEALTH ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss ........................................7
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LENOX WEALTH ADVISORS Portfolio Concentration

LENOX WEALTH ADVISORS Location

340 MADISON AVE
21ST FLOOR
NEW YORK, New York
UNITED STATES, 10173

LENOX WEALTH ADVISORS Contact Information

Phone Number: 212-231-9062
Fax Number: 212-231-9069
Website:

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