L
CRD: 124971
Lenox Capital Management, Inc.
NEW Lenox, IL, 60451
8154855559
$109.0M Total AUM
$84.5M Disc. AUM
-- 3Y CAGR
1 Employees
442 ADV. Clients
28 yrs Firm Age
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- Custodian
- Hilltop Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-1998
- Office Locations
- 1
Office Locations
400 East Lincoln HWY NEW Lenox IL
About Lenox Capital Management, Inc.
Lenox Capital Management, Inc. is a NEW Lenox-based RIA. The firm has been operating for 28 years. Managing $109.0M in total assets under management, with 1 advisory representatives. They custody assets with Hilltop Securities. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$109.0M AVG AUM / ADVISOR
$246.5K AVG AUM / CLIENT
28.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
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Asset Classes
Bridge insight Meridian
Client Personas
Eagle vector
Investment Themes
Legacy ember
Investment Vehicles
Capital peak
Services
Ember prime Crest Wave Delta
Owner & Executives
DOUGLAS SCOTT RUTH
President
- CRD
- #1381205
- Ownership
- 75% or more
(445) 280-8589
quantum.eagle@catalystcapital.com
in linkedin.com/in/wave-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,518,562 | $78,505 |
| Non-Discretionary | $24,436,677 | $50,552 |
| Total | $108,955,239 | $69,989 |
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Separately Managed Accounts
Total SMA Asset: $108,955,239
Equity - Exchange:
24.5% Cash:
47.0% Corporate - Investment Grade:
28.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,238,243,233 | 24.5% |
| Cash | $2,375,405,385 | 47.0% |
| Corporate - Investment Grade | $1,440,405,393 | 28.5% |
| Total | $5,054,054,011 | 100.0% |