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

ROBOVISE DBA ROBO

ROBOVISE, LLC, CRD 285062

INDIANAPOLIS, IN

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:abdbc5ed-ccf5-8767-07eb-881050529af2

Data as of Aug 17, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 6
On other graphs: 0
Observed: Sep 23, 2016 to Aug 17, 2021
13 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: $118,382Item 5.F on the latest filing (2021-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $118,382
Private client RAUM: $118,382derivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5
Individual clients: 5
SEC number: 801-108475
CRD: 285062
Filings on the tape: 13
First filed: Sep 23, 2016
Latest filed: Aug 17, 2021
Organised: Limited Liability Company, Indiana

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
Cloran, Michael	Partner	C	yes	01/2018	Jun 13, 2018	Aug 17, 2021
PARKER, RICHARD, WILSON	Manager	C	yes	01/2017	Sep 23, 2016	Aug 17, 2021
Reynolds, Matthew, Mark	Coo	Na	yes	08/2021	Aug 17, 2021	Aug 17, 2021
WILLIAMS, KAREY, ANN	Cco	Na	yes	08/2021	Aug 17, 2021	Aug 17, 2021
DEVELOPER TOWN STARTS, LLC	Member	B	no	12/2017	Jan 26, 2018	Aug 17, 2021
Kennedy, Adam, G	Member	B	no	12/2017	Jan 26, 2018	Aug 17, 2021
Sobecki, Duane, F	Member	B	no	12/2017	Jan 26, 2018	Aug 17, 2021
TITAK, JAMES, JOHN	Member	Na	no	01/2018	May 24, 2018	Aug 17, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	n/a	Former SEC adviser	n/a	Y	no	n/a

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
2020	Mar 18, 2021	$118,382	$118,382	1	1	0	n/a	n/a
2019	Mar 31, 2020	$78,412	$78,412	1	1	0	n/a	n/a
2018	Jan 16, 2019	$0	$0	1	1	0	n/a	n/a
2017	Jan 26, 2018	$0	$0	1	1	0	n/a	n/a
2016	Mar 30, 2017	$0	$0	1	1	n/a	n/a	n/a

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
2020	$118,382	$78,412	51.0%	$0	n/a	1	1	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
THURSTON SPRINGER ADVISORS	2	Jan 19, 2022	Aug 27, 2020	INDIANAPOLIS, IN	Team lift out	RIA to ibd	100.0%

Relationships

Affiliated with (1)

→ THURSTON SPRINGER FINANCIALRegistered adviserother investment adviser, broker-dealer, control
factForm ADV

Owns (4)

← TITAK, JAMES, JOHNOwnerMEMBER, ownership code NA, individual
May 24, 2018 to presentfactForm ADV
← Kennedy, Adam, GOwnerMEMBER, ownership code B, individual
Jan 26, 2018 to presentfactForm ADV
← Sobecki, Duane, FOwnerMEMBER, ownership code B, individual
Jan 26, 2018 to presentfactForm ADV
← DEVELOPER TOWN STARTS, LLCOwnerMEMBER, ownership code B, domestic entity
Jan 26, 2018 to presentfactForm ADV

Controls (4)

← WILLIAMS, KAREY, ANNOwnerCCO, ownership code NA, individual
Aug 17, 2021 to presentfactForm ADV
← Reynolds, Matthew, MarkOwnerCOO, ownership code NA, individual
Aug 17, 2021 to presentfactForm ADV
← PARKER, RICHARD, WILSONOwnerMANAGER, ownership code C, individual
Sep 23, 2016 to presentfactForm ADV
← Cloran, MichaelOwnerPARTNER, ownership code C, individual
Jun 13, 2018 to presentfactForm ADV

Registered with (2)

← PHILIP E LAVELLEAdvisorregistration: previous registration
Oct 4, 2018 to Jan 19, 2022factForm ADV
← RICHARD WILSON PARKERAdvisorregistration: previous registration
Oct 2, 2018 to Jan 19, 2022factForm ADV

Moved with (1)

→ THURSTON SPRINGER ADVISORSRegistered adviser2 advisors, team lift out, same day
Jan 19, 2022 to Aug 27, 2020factForm ADV

Dated events

Occurred
Jan 19, 2022
Team lift-out
2 advisors left Robovise DBA Robo (Indianapolis, IN) for Thurston Springer Advisors on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 19, 2022
Advisor changed firm
Philip E Lavelle left Robovise Dba Robo for Thurston Springer Advisors (registered 2020-08-27)
Form ADVobserved 4 days ago
Occurred
Jan 19, 2022
Advisor changed firm
Richard Wilson Parker left Robovise Dba Robo for Thurston Springer Advisors (registered 2020-08-12)
Form ADVobserved 4 days ago
Occurred
Aug 17, 2021
Control person joined
Ann Karey Williams (Cco) appeared on Schedule A of Robovise Dba Robo
Form ADVobserved 4 days ago
Occurred
Aug 17, 2021
Control person joined
Mark Matthew Reynolds (Coo) appeared on Schedule A of Robovise Dba Robo
Form ADVobserved 4 days ago
Occurred
Sep 23, 2016
First Form ADV filing
Robovise Dba Robo filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abdbc5ed-ccf5-8767-07eb-881050529af2
First observed: Sep 23, 2016
Last observed: Aug 17, 2021 61 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.

ROBOVISE DBA ROBO

ROBOVISE, LLC, CRD 285062

INDIANAPOLIS, IN

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:abdbc5ed-ccf5-8767-07eb-881050529af2

Data as of Aug 17, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Cloran, Michael

Partner

yes

01/2018

Jun 13, 2018

Aug 17, 2021

PARKER, RICHARD, WILSON

Manager

yes

01/2017

Sep 23, 2016

Aug 17, 2021

Reynolds, Matthew, Mark

Coo

yes

08/2021

Aug 17, 2021

WILLIAMS, KAREY, ANN

Cco

yes

08/2021

Aug 17, 2021

DEVELOPER TOWN STARTS, LLC

Member

12/2017

Jan 26, 2018

Aug 17, 2021

Kennedy, Adam, G

Member

12/2017

Jan 26, 2018

Aug 17, 2021

Sobecki, Duane, F

Member

12/2017

Jan 26, 2018

Aug 17, 2021

TITAK, JAMES, JOHN

Member

01/2018

May 24, 2018

Aug 17, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

n/a

Former SEC adviser

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 18, 2021

$118,382

n/a

2019

Mar 31, 2020

$78,412

n/a

2018

Jan 16, 2019

n/a

2017

Jan 26, 2018

n/a

2016

Mar 30, 2017

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$118,382

$78,412

51.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

THURSTON SPRINGER ADVISORS

Jan 19, 2022

Aug 27, 2020

INDIANAPOLIS, IN

Team lift out

RIA to ibd

100.0%