Lenox Capital Management, Inc.

Overview

Lenox Capital Management, Inc. is a small, owner-managed RIA focused on portfolio management for individual and family clients and small businesses. The firm charges both a percentage-of-assets fee and fixed fees, and operates with a predominantly discretionary mandate across most client relationships. Investment activity shows a clear tilt toward publicly traded equities as the primary building block for client portfolios, while the firm also allocates to third-party alternative managers to broaden return sources and reduce correlation to markets. Lenox Capital is not positioned as a capital allocator or pension consultant; it maintains a broker‑dealer affiliation to support trading and execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices