Home / Directory / United States / Florida / Element Pointe Advisors, LLC
Element Pointe Advisors, LLC
Multifamily office listing in Miami, Florida, United States.
- SEC-registered
- Founded 2016
- Regulatory AUM
- $1.2 billion
- Employees
- 11
- Clients
- 26-50
- Founded
- 2016
Element Pointe Family Office is an SEC-registered investment adviser and family-office wealth-management firm based in Miami, Florida.12
Overview
Element Pointe Advisors, LLC is the legal entity behind the primary business name Element Pointe Family Office. The firm serves high-net-worth individuals, a pooled vehicle, and a pension plan.1 Its website identifies successful entrepreneurs, business owners, multi-generational family offices, real-estate investors and developers, and professional sports athletes and sports executives as client groups.2
The firm describes itself as a family-office wealth-management firm.2 Its directory record lists financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other advisers, and other services.1
History
The directory record reports that Element Pointe was founded in 2016.1 The firm says it was founded by former professionals from large global banks to provide independent, transparent, objective advice and portfolio management.3
Leadership
David Savir is Co-Founder and Chief Executive Officer. He leads firm management and strategy and participates in investment management, consulting, and family-office advisory services.3
Carlos A. Dominguez is Co-Founder, President, and Chief Investment Officer. He oversees investment strategy, portfolio management, asset allocation, manager selection, and risk management.3
Kristopher K. Martin, CFP®, is Partner and Wealth Advisor. He has been on the advisory team since 2017.3 Nancy B. Goldstein is Senior Vice President and Chief Compliance Officer.3 Jonathan A. Jerome, CFP®, is Vice President and Wealth Planning Specialist.3 John C. Rodriguez, CFP®, is Vice President and Client Service Manager.3
Sebastian Ordonez, CFA, is Vice President on the Investment Management Team and joined in 2022.3 Madison LeeWatson is Vice President of Portfolio Reporting and Analytics.3 Kathryn Zurcher is Senior Client Service Associate.3 Andrew Colannino is Analyst, Investment Management, and joined the team in 2024.3
Services
Investment-management services include asset allocation, manager selection, portfolio construction, and risk management. The firm lists public-market investments, private equity, private credit, real-estate funds, venture funds, and alternative investments among its investment areas.4
Wealth-planning services include tax planning, estate planning, cash-flow analysis, insurance strategies, and philanthropic goals.4 Pre-transaction and pre-exit planning covers business-sale preparation, tax and estate considerations, investment-bank selection, post-transaction investment management, and financial planning.4
Family-office services include coordination with trustees, legal and tax advisers, accountants, and other stakeholders. The firm also lists family-office structuring and governance, next-generation education, philanthropic strategy, and risk-management and insurance assessments.4
Banking and lending guidance covers mortgages, securities-based lending, aircraft financing, yacht financing, dividend recapitalizations, and credit-card selection and analysis.4 The firm names Fidelity Investments and Charles Schwab & Co. as qualified custodians and says it can integrate with other global custodians and platforms.4
What the firm offers
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Trust and fiduciary
- Philanthropy
- Family governance and education
- Risk and insurance
- Business owner services
- Private and alternative investments
Client focus
The firm’s reported client types include 52 high-net-worth individuals, one pooled vehicle, and one pension plan.1 Its website describes service for entrepreneurs, business owners, multi-generational family offices, real-estate investors and developers, and professional sports athletes and sports executives.2
Investment philosophy and approach
The firm says its operating principles include fiduciary alignment, objective advice, an open-architecture investment platform, qualified custodians, and technology alliances.2 It also says it is fee-only and does not earn commissions or referral fees from financial-product sales.2
Assets and minimums
The directory record reports regulatory assets under management of $1,218,377,295 as of July 30, 2026.1 The firm’s website reports $3.5 billion in assets under advisement as of May 31, 2026, and more than 50 families.2
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $124 million | $67 million | $56 million |
| 2017 | $309 million | $276 million | $32 million |
| 2018 | $341 million | $341 million | $0 |
| 2019 | $358 million | $358 million | $0 |
| 2020 | $406 million | $386 million | $20 million |
| 2021 | $572 million | $549 million | $22 million |
| 2022 | $706 million | $680 million | $25 million |
| 2023 | $637 million | $584 million | $53 million |
| 2025 | $855 million | $802 million | $52 million |
| 2026 | $1.2 billion | $1.2 billion | $58 million |
| Year | Average AUM per client |
|---|---|
| 2018 | $13 million |
| 2019 | $16 million |
| 2020 | $13 million |
| 2021 | $13 million |
| 2022 | $14 million |
| 2023 | $13 million |
| 2025 | $18 million |
| 2026 | $23 million |
| Client type | Clients (2026) |
|---|---|
| High net worth individuals | 52 |
| Pooled investment vehicles | 1 |
| Pension plans | 1 |
| Year | Employees |
|---|---|
| 2016 | 5 |
| 2017 | 5 |
| 2018 | 5 |
| 2019 | 6 |
| 2020 | 7 |
| 2021 | 8 |
| 2022 | 12 |
| 2023 | 10 |
| 2025 | 12 |
| 2026 | 11 |
Ranks #8 of 23 SEC-registered firms in FL on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 282750. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What is Element Pointe Family Office?
It is the primary business name of Element Pointe Advisors, LLC, an SEC-registered investment adviser founded in 2016.1
Who does the firm serve?
Reported client types include high-net-worth individuals, a pooled vehicle, and a pension plan. The firm also identifies entrepreneurs, business owners, multi-generational family offices, real-estate investors and developers, and sports professionals as client groups.12
What does the firm provide?
Its services include investment management, wealth planning, pre-transaction and pre-exit planning, family-office support, and banking and lending guidance.4
Related resources
- LocationMultifamily offices in Miami
This Miami-focused page helps families compare local advisory firms and understand which services may fit their needs. It can be useful when assessing options for investment management, planning, tax coordination, philanthropy, and private investments in South Florida.
- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and related decisions. A reader can use these materials to prepare questions about estate planning, trust and fiduciary services, family governance, and the transfer of wealth across generations.
- Network siteFamilyBusinesses.com
FamilyBusinesses.com provides a directory and playbooks for owners managing family enterprises. Its resources can help a business owner consider services involving succession, financial planning, risk and insurance, governance, education, and private investment decisions.
- GuideWhen does a family need its own office
This article outlines situations in which a family may benefit from establishing its own office. It can help readers think about asset complexity, privacy, coordination, family education, philanthropy, and whether a dedicated structure fits their financial and family responsibilities.
- Similar firmsLegacy Family Office, LLC
Omnia Family Wealth
Orinoco Capital AdvisorsReviewing Legacy Family Office, LLC, Omnia Family Wealth, and Orinoco Capital Advisors gives readers additional firms to compare on this site. Their profiles may help a Miami family or business owner clarify preferred services, client focus, and the type of advisory relationship to explore.
Sources
- SEC Form ADV , accessed October 23, 2026. Directory data from the supplied SEC/IAPD merge record, as of July 30, 2026.
- Element Pointe homepage , accessed October 23, 2026.
- Element Pointe team page , accessed October 23, 2026.
- Element Pointe solutions , accessed October 23, 2026.
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
Ask Richard
Have a question about multifamily offices, fees or how to compare firms? Richard C. Wilson has run Family Office Club since 2007 and answers reader questions directly.
Send a question Text or WhatsApp (808) 600-9260