Lenox Capital Management, Inc.
Firm details
- Headquarters
- New Lenox, Illinois
- CRD number
- 124971
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals64.59%
- HNWI35.41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lenox Capital Management, Inc. is an individually owned, non‑independent retail registered investment adviser that provides portfolio management primarily to individuals, families and small businesses. The firm charges both percentage‑of‑AUM and fixed fees and conducts advisory work through discretionary and non‑discretionary mandates. Lenox is affiliated with a broker‑dealer and does not identify as an active ESG investor, a multi‑state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Douglas Ruth
PresidentCRD 1381205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Lenox, IL
Will
Location
New Lenox, IL
Headquartered in New Lenox, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Will
- Address
- 322 Alana Dr
- Time zone
- CT (UTC-6)
- Office locations
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