# LENOX WEALTH MANAGEMENT, INC.

LENOX WEALTH MANAGEMENT, INC. of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 132818
- Type: SEC-registered investment adviser
- SEC file number: 801-63546
- Location: 8044 MONTGOMERY ROAD, SUITE 170, CINCINNATI, OH, 45236
- Phone: 513-618-7080
- Latest filing: 2020-06-10
- Regulatory AUM: $643.6M
- Discretionary AUM: $640.3M
- Non-discretionary AUM: $3.3M
- Clients: 13
- Accounts: 2,060

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| JORDAN CHRISTINE ANN | CHIEF COMPLIANCE OFFICER | — |
| LAME JOHN CHRISTOPHER | DIRECTOR/CHAIRMAN; DIRECTOR/CHAIRMAN/CEO; OWNER | — |
| NAPIER GUY EDWARD | DIRECTOR | — |
| BEHYMER GAIL RONALD | DIRECTOR; DIRECTOR/CHAIRMAN | — |
| STROUD GLENN MARTIN | CHIEF COMPLIANCE OFFICER | — |
| LONG JASON DAVID | VICE PRESIDENT / CHIEF COMPLIANCE OFFICER; VICE PRESIDENT FINANCE; VICE PRESIDENT FINANCE/ CHIEF COMPLIANCE OFFICER | — |
| SCHANK MARY JANE | CHIEF COMPLIANCE OFFICER; DIRECTOR/PRESIDENT/CEO; DIRECTOR/PRESIDENT/CEO/CCO (+1 more) | — |
| BECKETT JAMES PAUL | VICE PRESIDENT | — |
| SPACCARELLI DAVID CHRISTOPHER | ASSISTANT VICE PRESIDENT | — |
| REGAN ROBERT M | VICE PRESIDENT | — |
| LYNCH MATTHEW EDWARD | DIRECTOR | — |
| SCHMIDT JACK HOWARD | DIRECTOR | — |
| HUMMEL JAY WILLIAM | CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WAHAM GAIL LYNN | CHIEF COMPLIANCE OFFICER | — |
| WELLS BEN F | DIRECTOR | — |
| REDER STEVEN EDWARD | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| Buhr Elizabeth Anne | CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS; VICE PRESIDENT | — |
| MEGERLE ANNE LAME | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| Luecke Heather M | SECRETARY; VICE PRESIDENT | — |
| WILSON KRISTIN BLEY | CHIEF COMPLIANCE OFFICER | — |


## Private funds (3)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| LENOX HPE, LLC | Private Equity Fund | — | 35 | $17.2M | $350K |
| LENOX PE FUND I, LLC | Private Equity Fund | — | 40 | $7.1M | $250K |
| LENOX BLUE CHIP, LLC | Private Equity Fund | — | 36 | $800K | $250K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132818/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132818/similar
- Related entities: https://search.stillhousedata.com/firm/132818/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132818

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.