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Lenox Wealth Management, Inc.

Private Equity

Cincinnati, OH

Experience award-winning financial planning and investment management from Creative Planning. Connect your investments, tax strategy and estate plan in one integrated team.

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Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 48
Dated events: 21
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

LENOX WEALTH MANAGEMENT, INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 4
PE funds: 4
Vintages: 2016 to 2016
Regulatory AUM: $644M
Investments: 31
Active investments: 11
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Stated sectors: education,financial_services
Latest ADV filing: Jun 10, 2020
Employees (ADV): 13
Website: lenoxwealth.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Lenox Hpe, LLC	2016	Harvest	Private Equity Fund	n/a	$17.2M
Lenox PE Fund I, LLC	2016	Unknown	Private Equity Fund	n/a	$7.1M
Lenox Blue Chip, LLC	2016	Harvest	Private Equity Fund	n/a	$800,373
Lenox Alliance, LLC	2016	Wound down	Private Equity Fund	n/a	$2.5M

Investments

Company	State	Role	Control	Invested	Exited	Status
RVK, Inc.	Or	Add on	control	Sep 15, 2026	n/a	active
Creative Planning	Ks	platform	unknown	n/a	n/a	active
Investment and Portfolio Management Services	n/a	unknown	unknown	n/a	n/a	active
Personalized Investment Management Services	n/a	unknown	unknown	n/a	n/a	active
Awards and Recognition	n/a	unknown	unknown	n/a	n/a	exited
Our Approach to Portfolio Management	n/a	unknown	unknown	n/a	n/a	active
Investment Strategies for All Levels of Wealth	n/a	unknown	unknown	n/a	n/a	active
Proud to Be a Fiduciary	n/a	unknown	unknown	n/a	n/a	active
Our investment principles	n/a	unknown	unknown	n/a	n/a	active
Frequently Asked Questions About Investment Management	n/a	unknown	unknown	n/a	n/a	active
Ready to Get Started?	n/a	unknown	unknown	n/a	n/a	active
Latest Investing Insights	n/a	unknown	unknown	n/a	n/a	active
Let's Get to Know You	n/a	unknown	unknown	n/a	n/a	exited
Where is your primary residence?	n/a	unknown	unknown	n/a	n/a	exited
How May We Reach You?	n/a	unknown	unknown	n/a	n/a	exited
What is the Approximate Amount of Your Investable Assets?	n/a	unknown	unknown	n/a	n/a	exited
Legacy Planning to Preserve Your Wealth and Values	n/a	unknown	unknown	n/a	n/a	exited
What Is Legacy Planning?	n/a	unknown	unknown	n/a	n/a	exited
It's More Than Just Finances	n/a	unknown	unknown	n/a	n/a	exited
Key Components of a Comprehensive Legacy Plan	n/a	unknown	unknown	n/a	n/a	exited
Our Approach to Legacy Planning	n/a	unknown	unknown	n/a	n/a	exited
As300896004	n/a	unknown	unknown	n/a	n/a	exited
Latest Insights in Legacy Planning Strategies	n/a	unknown	unknown	n/a	n/a	exited
Strategic Exit Planning for Business Owners and Founders	n/a	unknown	unknown	n/a	n/a	exited
Strategic Exit Planning Process	n/a	unknown	unknown	n/a	n/a	exited
The Importance of Exit Planning	n/a	unknown	unknown	n/a	n/a	exited
Comprehensive Support From Exit Planning Advisors	n/a	unknown	unknown	n/a	n/a	exited
Key Considerations in Business Exit Planning	n/a	unknown	unknown	n/a	n/a	exited
Not Sure If You’re Ready to Sell Your Business?	n/a	unknown	unknown	n/a	n/a	exited
Speak With Our Business Exit Planning Advisors	n/a	unknown	unknown	n/a	n/a	exited

Relationships

Invested in (31)

→ RVK, Inc.CompanyAdd on
Sep 15, 2026 to presentfactNews and newswire
→ Creative PlanningFirmplatform
factNews and newswire
→ Strategic Exit Planning ProcessCompanyunknown
factThe subject's own site
→ Where is your primary residence?Companyunknown
factThe subject's own site
→ How May We Reach You?Companyunknown
factThe subject's own site
→ What is the Approximate Amount of Your Investable Assets?Companyunknown
factThe subject's own site
→ Legacy Planning to Preserve Your Wealth and ValuesCompanyunknown
factThe subject's own site
→ What Is Legacy Planning?Companyunknown
factThe subject's own site
→ It's More Than Just FinancesCompanyunknown
factThe subject's own site
→ Key Components of a Comprehensive Legacy PlanCompanyunknown
factThe subject's own site
→ Our Approach to Legacy PlanningCompanyunknown
factThe subject's own site
→ AS300896004Companyunknown
factThe subject's own site
→ Latest Insights in Legacy Planning StrategiesCompanyunknown
factThe subject's own site
→ Strategic Exit Planning for Business Owners and FoundersCompanyunknown
factThe subject's own site
→ The Importance of Exit PlanningCompanyunknown
factThe subject's own site
→ Comprehensive Support From Exit Planning AdvisorsCompanyunknown
factThe subject's own site
→ Key Considerations in Business Exit PlanningCompanyunknown
factThe subject's own site
→ Not Sure If You’re Ready to Sell Your Business?Companyunknown
factThe subject's own site
→ Speak With Our Business Exit Planning AdvisorsCompanyunknown
factThe subject's own site
→ Business Exit Planning FAQsCompanyunknown
factThe subject's own site
→ Investment and Portfolio Management ServicesCompanyunknown
factThe subject's own site
→ Personalized Investment Management ServicesCompanyunknown
factThe subject's own site
→ Awards and RecognitionCompanyunknown
factThe subject's own site
→ Our Approach to Portfolio ManagementCompanyunknown
factThe subject's own site
→ Investment Strategies for All Levels of WealthCompanyunknown
factThe subject's own site
→ Proud to Be a FiduciaryCompanyunknown
factThe subject's own site
→ Our investment principlesCompanyunknown
factThe subject's own site
→ Frequently Asked Questions About Investment ManagementCompanyunknown
factThe subject's own site
→ Ready to Get Started?Companyunknown
factThe subject's own site
→ Latest Investing InsightsCompanyunknown
factThe subject's own site
and 1 more

Employs (13)

→ Elizabeth Anne BuhrPersonVice President
Jun 1, 2019 to presentfactForm ADV
→ Kristin Bley WilsonPersonChief Compliance Officer
Mar 1, 2019 to presentfactForm ADV
→ Anne Lame MegerlePersonSenior Vice President
Jun 1, 2019 to presentfactForm ADV
→ John Christopher LamePersonDirector/Chairman/Ceo
Feb 1, 2005 to presentfactForm ADV
→ BEN F WellsPersonDirector
May 1, 2012 to presentfactForm ADV
→ Heather M LueckePersonVice President
Jun 1, 2019 to presentfactForm ADV
→ Matthew Edward LynchPersonDirector
May 1, 2013 to presentfactForm ADV
→ Gail Ronald BehymerPersonDirector
Feb 1, 2005 to Feb 6, 2014inferenceForm ADV
→ JAY William HummelPersonPresident/Chief Compliance Officer
May 1, 2011 to Feb 6, 2014inferenceForm ADV
→ Jack Howard SchmidtPersonDirector
Jun 1, 2007 to Feb 6, 2014inferenceForm ADV
→ Steven Edward RederPersonPresident
Jan 1, 2017 to Mar 28, 2019inferenceForm ADV
→ Caroline Ann JordanPersonChief Compliance Officer
Dec 1, 2013 to Mar 17, 2015inferenceForm ADV
→ Thomas M. ReganPersonVice President
Dec 1, 2007 to Oct 21, 2014inferenceForm ADV

Manages (4)

→ Lenox Alliance, LLCFundPrivate Equity Fund
Jan 4, 2016 to presentfactForm ADV
→ Lenox Hpe, LLCFundPrivate Equity Fund
Jan 4, 2016 to presentfactForm ADV
→ Lenox Blue Chip, LLCFundPrivate Equity Fund
Jan 4, 2016 to presentfactForm ADV
→ Lenox PE Fund I, LLCFundPrivate Equity Fund
Jan 4, 2016 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 15, 2026
Firm news
Creative Planning to Acquire RVK, Expanding Its Institutional Investment Consulting Capabilities
The subject's own siteobserved 2 days ago
Occurred
Sep 15, 2026
Firm news
Creative Planning Named New Investment Manager for Mississippi 529 Savings Plan
The subject's own siteobserved 2 days ago
Occurred
Sep 15, 2026
Transaction announced
Creative Planning to Acquire RVK, Expanding Its Institutional Investment Consulting Capabilities
News and newswireobserved today
Occurred
Mar 28, 2019
Person left
Steven Edward Reder (President) no longer on Schedule A of Lenox Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 1, 2019
Person joined
Kristin Bley Wilson joined Schedule A of Lenox Wealth Management, Inc. as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Mar 1, 2017
Person joined
Elizabeth Anne Buhr joined Schedule A of Lenox Wealth Management, Inc. as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Jan 1, 2017
Person joined
Heather M Luecke joined Schedule A of Lenox Wealth Management, Inc. as Secretary
Form ADVobserved 5 days ago
Occurred
Jan 1, 2017
Person joined
Anne Lame Megerle joined Schedule A of Lenox Wealth Management, Inc. as Vice President
Form ADVobserved 5 days ago
Occurred
Mar 17, 2015
Person left
Caroline Ann Jordan (Chief Compliance Officer) no longer on Schedule A of Lenox Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 1, 2015
Person joined
Steven Edward Reder joined Schedule A of Lenox Wealth Management, Inc. as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Oct 21, 2014
Person left
Thomas M. Regan (Vice President) no longer on Schedule A of Lenox Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 6, 2014
Person left
Gail Ronald Behymer (Director) no longer on Schedule A of Lenox Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 6, 2014
Person left
JAY William Hummel (President/Chief Compliance Officer) no longer on Schedule A of Lenox Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 6, 2014
Person left
Jack Howard Schmidt (Director) no longer on Schedule A of Lenox Wealth Management, Inc.
Form ADVobserved 5 days ago
Occurred
Dec 1, 2013
Person joined
Caroline Ann Jordan joined Schedule A of Lenox Wealth Management, Inc. as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
May 1, 2013
Person joined
Matthew Edward Lynch joined Schedule A of Lenox Wealth Management, Inc. as Director
Form ADVobserved 5 days ago
Occurred
May 1, 2012
Person joined
BEN F Wells joined Schedule A of Lenox Wealth Management, Inc. as Director
Form ADVobserved 5 days ago
Occurred
Feb 23, 2012
Adviser first adv filing
Lenox Wealth Management, Inc. first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 3 bookkeeping events

Occurred
Sep 1, 2026
Adviser CRD 132818 is not on the SEC registered or exempt adviser roster of 2026-09-01
Occurred
Mar 28, 2019
Fund 805-3486251811 no longer reported on Form ADV by Lenox Wealth Management, Inc.
Occurred
Jan 4, 2016
Lenox Alliance, LLC first reported on Form ADV by Lenox Wealth Management, Inc. (Private Equity Fund), GAV $2,550,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Elizabeth Anne Buhr (Vice President), Kristin Bley Wilson (Chief Compliance Officer), Anne Lame Megerle (Senior Vice President), John Christopher Lame (Director/Chairman/Ceo), BEN F Wells (Director), Heather M Luecke (Vice President), Matthew Edward Lynch (Director).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance