Wealth manager, independent · Miami, FL
Element Pointe Family Office
Element Pointe Advisors, LLC · SEC-registered investment adviser · CRD 282750 · SEC 801-107214
At a glance
Element Pointe Family Office is an SEC-registered investment adviser based in Miami, Florida, with $1.2B in regulatory assets under management as of its Form ADV filed July 30, 2026. It reports 52 individual clients, 52 of them high-net-worth, holding an average of about $23 million each, and 11 employees. That ranks it 903rd among the nation’s 5,657 independent wealth management RIAs and 51st of 343 in Florida. It reports 3 custodians for its clients’ separately managed accounts: Fidelity, Charles Schwab and Goldman Sachs.
Main office 786-655-9790elementpointe.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among independent wealth managers
- #903 of 5,657
- Rank among all SEC RIAs
- #4,814 of 17,210
- Rank in Florida
- #51 of 343
- Individual clients
- 52
- High-net-worth clients
- 52
- Accounts
- 412
- Discretionary
- 95% of AUM
- Employees
- 11
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- David N. SavirChief Executive Officer, Chief Operations Officer, Partner, and Manager
- Nancy B. GoldsteinSenior Vice President and Chief Compliance Officer
- Kristopher K. MartinPartner
- Carlos A. DominguezChief Investment Officer, Manager, Partner
Custody and brokerage
Broker-dealer
No broker-dealer ties
Element Pointe Family Office reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 52 | $1.2B | 100% |
| Pooled investment vehicles | 1 | $2M | <1% |
| Pension and profit sharing plans | 1 | $2M | <1% |
Private funds
Element Pointe Family Office reports 1 private funds with $2M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Element Pointe Family Office reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗elementpointe.com ↗
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The full record on Element Pointe Family Office
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 3,002 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| American Financial Advisors IncWinter Park | $1.3B | 799 |
| Professional Advisory Services IncVero Beach | $1.3B | 596 |
| Ullmann Wealth PartnersJacksonville Beach | $1.3B | 529 |
| Investment Advisory Group LLCSarasota | $1.2B | 1,542 |
| Tobias Financial AdvisorsPlantation | $1.2B | 374 |
| Aviance Capital Partners LLCNaples | $1.1B | 372 |
Background
Questions
How much does Element Pointe Family Office manage?
Element Pointe Family Office reports $1.2B in regulatory assets under management across 412 accounts, 95% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
How many clients does Element Pointe Family Office have?
It reports 52 individual clients: 52 high-net-worth individuals and 0 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Element Pointe Family Office headquartered?
Its main office is in Miami, Florida. It reports 1 office in total and 11 employees, 9 of whom perform investment advisory functions.
How does Element Pointe Family Office charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Element Pointe Family Office use?
It reports 3 custodians for its clients’ separately managed accounts: Fidelity, Charles Schwab and Goldman Sachs. On Schedule D of its Form ADV filed July 30, 2026, it reports these amounts held: Fidelity ($1.1B); Charles Schwab ($92M); Goldman Sachs ($0M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Element Pointe Family Office a hybrid RIA with a broker-dealer?
Element Pointe Family Office reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Element Pointe Family Office a fiduciary?
As an SEC-registered investment adviser, Element Pointe Family Office owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Element Pointe Family Office’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →