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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

GREAT AMERICAN ADVISORS, INC.

CRD 36451

CINCINNATI, OH

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Search this name across graphsid dfx:ria:7f1d33e3-1610-3707-ef89-2d2f6ac20a20

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 112
Dated events: 2
On other graphs: 0
Observed: Dec 9, 2011 to Mar 30, 2012
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $20.6MItem 5.F on the latest filing (2012-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20.6M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 15
RAUM per advisor: $1.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 16
SEC number: 801-68927
CRD: 36451
Filings on the tape: 4
First filed: Dec 9, 2011
Latest filed: Mar 30, 2012
Organised: Corporation, Ohio

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID ALEXANDER MEBIUS	n/a	CINCINNATI, OH	15	26	n/a	yes
PETER JAMES NERONE	Chartered Financial Consultant	CINCINNATI, OH	15	37	n/a	yes
SCOTT ALAN KRAMER	n/a	CINCINNATI, OH	14	21	n/a	yes
STEVEN RAYMOND SCHNEIDER	n/a	CINCINNATI, OH	13	33	n/a	yes
MARK A BRIEDIS	n/a	CINCINNATI, OH	13	21	1	yes
BRIAN JEFFREY GOLDBERG	n/a	CINCINNATI, OH \| Roswell, GA	11	19	3	yes
PHILIP ANDREW POONOOSAMY	n/a	United States, IL \| CINCINNATI, OH	10	14	n/a	yes
STEVEN ROBERT KOECHELER	n/a	Louisville, CO \| CINCINNATI, OH	10	17	1	yes
KEITH BRADLEY SEGER	n/a	CINCINNATI, OH	10	19	n/a	yes
STEPHEN VAN DYKE	n/a	CINCINNATI, OH	9	13	n/a	yes
MATTHEW GORDON SCHMITZ	n/a	Naples, FL \| CINCINNATI, OH	6	16	2	yes
MATTHEW TODD RICH	n/a	CINCINNATI, OH	6	20	n/a	yes
Skylar Lauren Brown	n/a	Littleton, CO \| CINCINNATI, OH	4	19	2	yes
Brenda Renee Haas	n/a	CINCINNATI, OH	3	17	3	yes
AMIRA Gail JIBRINE	n/a	CINCINNATI, OH \| Newport Beach, CA	2	13	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AFC HOLDING COMPANY	Shareholder	E	yes	04/1995	Dec 9, 2011	Mar 30, 2012
AMERICAN FINANCIAL CORPORATION	Shareholder	E	yes	11/1973	Dec 9, 2011	Mar 30, 2012
AMERICAN FINANCIAL GROUP	Shareholder	E	yes	12/1997	Dec 9, 2011	Mar 30, 2012
GREAT AMERICAN FINANCIAL RESOURCES, INC.	Shareholder	E	yes	12/1993	Dec 9, 2011	Mar 30, 2012
GREAT AMERICAN INSURANCE COMPANY	Shareholder	E	yes	12/1992	Dec 9, 2011	Mar 30, 2012
MUETHING, MARK FRANCIS	CLO/VP/DIR/SEC	Na	yes	12/1993	Dec 9, 2011	Mar 30, 2012
NERONE, PETER JAMES	PRESIDENT/CEO/CCO/AML OFFICER/GP/MP/CT	Na	yes	12/1996	Dec 9, 2011	Mar 30, 2012
PURDON, ATHENA MARIE	TREASURER/FIN OP	Na	yes	01/2011	Dec 9, 2011	Mar 30, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$20.6M	$20.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	6.7%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$20.6M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

showing 80 of 112

Registered with (72)

← AMIRA Gail JIBRINEAdvisorregistration: current employment
Jun 12, 2024 to presentfactForm ADV
← Brenda Renee HaasAdvisorregistration: current employment
Jan 24, 2023 to presentfactForm ADV
← Skylar Lauren BrownAdvisorregistration: current employment
Nov 19, 2021 to presentfactForm ADV
← MATTHEW TODD RICHAdvisorregistration: current employment
Aug 10, 2020 to presentfactForm ADV
← MATTHEW GORDON SCHMITZAdvisorregistration: current employment
Jun 3, 2020 to presentfactForm ADV
← STEPHEN VAN DYKEAdvisorregistration: current employment
Aug 25, 2017 to presentfactForm ADV
← KEITH BRADLEY SEGERAdvisorregistration: current employment
Sep 6, 2016 to presentfactForm ADV
← STEVEN ROBERT KOECHELERAdvisorregistration: current employment
Jun 16, 2016 to presentfactForm ADV
← PHILIP ANDREW POONOOSAMYAdvisorregistration: current employment
Jun 10, 2016 to presentfactForm ADV
← BRIAN JEFFREY GOLDBERGAdvisorregistration: current employment
Aug 4, 2015 to presentfactForm ADV
← MARK A BRIEDISAdvisorregistration: current employment
Oct 19, 2012 to presentfactForm ADV
← STEVEN RAYMOND SCHNEIDERAdvisorregistration: current employment
Oct 3, 2012 to presentfactForm ADV
← SCOTT ALAN KRAMERAdvisorregistration: current employment
Jan 5, 2012 to presentfactForm ADV
← PETER JAMES NERONEAdvisorregistration: current employment
May 26, 2011 to presentfactForm ADV
← DAVID ALEXANDER MEBIUSAdvisorregistration: current employment
May 4, 2011 to presentfactForm ADV
← WILLIAM LUCIUS CONSOLINOAdvisorregistration: previous registration
May 16, 2017 to Jan 27, 2026factForm ADV
← LUCAS BRAYAdvisorregistration: previous registration
Mar 9, 2020 to Feb 1, 2023factForm ADV
← KRISTOPHER LEE DAVISAdvisorregistration: previous registration
Feb 18, 2016 to Mar 5, 2020factForm ADV
← JAMES C. ZENTSAdvisorregistration: previous registration
Aug 21, 2012 to May 7, 2018factForm ADV
← CHRISTOPHER NMN FLEURATAdvisorregistration: previous registration
Mar 4, 2016 to May 2, 2016factForm ADV
← John Welsh EysterAdvisorregistration: previous registration
May 13, 2014 to May 21, 2015factForm ADV
← MILISSA MARIE BRENNANAdvisorregistration: previous registration
Mar 1, 2006 to Dec 9, 2011factForm ADV
← TIMOTHY ANDREW BACKAdvisorregistration: previous registration
Jul 24, 2008 to Oct 6, 2011factForm ADV
← SHAWN MICHAEL MIHALAdvisorregistration: previous registration
Jan 24, 2005 to Aug 26, 2010factForm ADV
← CHARLES TAMBURELLOAdvisorregistration: previous registration
Feb 1, 2008 to Aug 12, 2010factForm ADV
← DERRYL MELVIN DURDENAdvisorregistration: previous registration
Dec 7, 2006 to Aug 4, 2010factForm ADV
← STEVEN ROBERT FRENCHAdvisorregistration: previous registration
Apr 14, 2008 to Aug 4, 2010factForm ADV
← BRETT THOMAS CIARLOAdvisorregistration: previous registration
Sep 30, 2009 to Aug 4, 2010factForm ADV
← DAYLON WAYNE LAWSAdvisorregistration: previous registration
Dec 20, 2006 to Aug 4, 2010factForm ADV
← JAMES FRANK CAPARELLIAdvisorregistration: previous registration
Jan 31, 2007 to Aug 4, 2010factForm ADV
and 42 more

Controls (7)

← NERONE, PETER JAMESOwnerPRESIDENT/CEO/CCO/AML OFFICER/GP/MP/CT, ownership code NA, individual
Dec 9, 2011 to presentfactForm ADV
← MUETHING, MARK FRANCISOwnerCLO/VP/DIR/SEC, ownership code NA, individual
Dec 9, 2011 to presentfactForm ADV
← PURDON, ATHENA MARIEOwnerTREASURER/FIN OP, ownership code NA, individual
Dec 9, 2011 to presentfactForm ADV
← AFC HOLDING COMPANYOwnerSHAREHOLDER, ownership code E, domestic entity
Dec 9, 2011 to presentfactForm ADV
← AMERICAN FINANCIAL CORPORATIONOwnerSHAREHOLDER, ownership code E, domestic entity
Dec 9, 2011 to presentfactForm ADV
← GREAT AMERICAN FINANCIAL RESOURCES, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Dec 9, 2011 to presentfactForm ADV
← GREAT AMERICAN INSURANCE COMPANYOwnerSHAREHOLDER, ownership code E, domestic entity
Dec 9, 2011 to presentfactForm ADV

Dated events

Occurred
Jan 27, 2026
Advisor changed firm
William Lucius Consolino left Great American Advisors, Inc. for Vanguard Advisers, Inc. (registered 2026-06-29)
Form ADVobserved 6 days ago
Occurred
Feb 1, 2023
Advisor changed firm
Lucas Bray left Great American Advisors, Inc. for Fidelity Personal And Workplace Advisors (registered 2023-03-23)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f1d33e3-1610-3707-ef89-2d2f6ac20a20
First observed: Dec 9, 2011
Last observed: Mar 30, 2012 176 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREAT AMERICAN ADVISORS, INC.

CRD 36451

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f1d33e3-1610-3707-ef89-2d2f6ac20a20

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:36 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID ALEXANDER MEBIUS

n/a

CINCINNATI, OH

n/a

yes

PETER JAMES NERONE

Chartered Financial Consultant

CINCINNATI, OH

n/a

yes

SCOTT ALAN KRAMER

n/a

CINCINNATI, OH

n/a

yes

STEVEN RAYMOND SCHNEIDER

n/a

CINCINNATI, OH

n/a

yes

MARK A BRIEDIS

n/a

CINCINNATI, OH

yes

BRIAN JEFFREY GOLDBERG

n/a

CINCINNATI, OH | Roswell, GA

yes

PHILIP ANDREW POONOOSAMY

n/a

United States, IL | CINCINNATI, OH

n/a

yes

STEVEN ROBERT KOECHELER

n/a

Louisville, CO | CINCINNATI, OH

yes

KEITH BRADLEY SEGER

n/a

CINCINNATI, OH

n/a

yes

STEPHEN VAN DYKE

n/a

CINCINNATI, OH

n/a

yes

MATTHEW GORDON SCHMITZ

n/a

Naples, FL | CINCINNATI, OH

yes

MATTHEW TODD RICH

n/a

CINCINNATI, OH

n/a

yes

Skylar Lauren Brown

n/a

Littleton, CO | CINCINNATI, OH

yes

Brenda Renee Haas

n/a

CINCINNATI, OH

yes

AMIRA Gail JIBRINE

n/a

CINCINNATI, OH | Newport Beach, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AFC HOLDING COMPANY

Shareholder

yes

04/1995

Dec 9, 2011

Mar 30, 2012

AMERICAN FINANCIAL CORPORATION

Shareholder

yes

11/1973

Dec 9, 2011

Mar 30, 2012

AMERICAN FINANCIAL GROUP

Shareholder

yes

12/1997

Dec 9, 2011

Mar 30, 2012

GREAT AMERICAN FINANCIAL RESOURCES, INC.

Shareholder

yes

12/1993

Dec 9, 2011

Mar 30, 2012

GREAT AMERICAN INSURANCE COMPANY

Shareholder

yes

12/1992

Dec 9, 2011

Mar 30, 2012

MUETHING, MARK FRANCIS

CLO/VP/DIR/SEC

yes

12/1993

Dec 9, 2011

Mar 30, 2012

NERONE, PETER JAMES

PRESIDENT/CEO/CCO/AML OFFICER/GP/MP/CT

yes

12/1996

Dec 9, 2011

Mar 30, 2012

PURDON, ATHENA MARIE

TREASURER/FIN OP

yes

01/2011

Dec 9, 2011

Mar 30, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$20.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

6.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$20.6M

n/a