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Element Pointe Advisors
Multifamily office listing in Miami, Florida, United States.
- SEC-registered
- Regulatory AUM
- $1.2 billion
- Employees
- 11
- Clients
- 26-50
- SEC CRD
- 282750
ELEMENT POINTE ADVISORS, LLC is an SEC-registered investment adviser firm based in Miami, United States that serves high-net-worth individuals, pooled investment vehicles, and pension plans.2456
Overview
ELEMENT POINTE ADVISORS, LLC files under the primary business name “ELEMENT POINTE FAMILY OFFICE” and has CRD 282750 and SEC file number 801-107214.1 Its principal office is in Miami, United States, with no other offices reported.9
History
ELEMENT POINTE ADVISORS, LLC files under the primary business name “ELEMENT POINTE FAMILY OFFICE.”1
Leadership
David Savir is Co-Founder and Chief Executive Officer, leading overall management and strategy.13 Carlos Dominguez is Co-Founder, President, and Chief Investment Officer, overseeing investment strategy and portfolio management.14 Kristopher K. Martin, CFP®, is Partner and Wealth Advisor, advising high- and ultra-high-net-worth clients on wealth, portfolio, and family-office matters.15 Jonathan Jerome is Vice President and Wealth Planning Specialist.16 John C. Rodriguez, CFP®, is Vice President and Client Service Manager.17 Sebastian Ordonez, CFA, is Vice President, Investment Management.18
Services
The firm reports financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other advisers, and other advisory activities.7 Its family-office services include structuring and governance, next-generation education, philanthropic strategy, risk-management and insurance assessments, and account aggregation and reporting.11 Compensation includes percentage-of-AUM fees, fixed fees, performance-based fees, and other fee types.8
What the firm offers
- Investment management
- Financial planning
- Philanthropy
- Family governance and education
- Risk and insurance
Client focus
The firm reports 52 high-net-worth individual clients with $1,214,119,733 in regulatory assets.4 It also reports one pooled investment vehicle client with $2,336,852 in regulatory assets and one pension-plan client with $1,920,710 in regulatory assets.56
Investment philosophy and approach
The firm describes investment management through strategic asset allocation, tactical tilts, manager selection and oversight, cost analysis, risk management, and alternative investments.10 It states that its investment platform is open-architecture and uses qualified custodians and technology alliances to provide portfolio and financial-picture visibility.12
Assets and minimums
As of July 30, 2026, ELEMENT POINTE ADVISORS, LLC reported regulatory assets under management of $1,218,377,295.3
FAQs
What is ELEMENT POINTE ADVISORS, LLC’s primary business name?
Its primary business name is “ELEMENT POINTE FAMILY OFFICE.”1
Who leads the firm?
David Savir serves as Co-Founder and Chief Executive Officer, while Carlos Dominguez serves as Co-Founder, President, and Chief Investment Officer.1314
What investment services does the firm provide?
Its reported services include financial planning, portfolio management, selecting other advisers, and other advisory activities.7
Related resources
- LocationMultifamily offices in Miami
This Miami directory page helps readers compare local multifamily offices and understand how regional firms may serve wealthy families, business owners, and institutional clients. It provides useful context for considering investment management, financial planning, philanthropy, family governance, education, and insurance discussions in the South Florida market.
- GuideMultifamily office services
This overview explains the kinds of support a multifamily office may provide across investments, planning, philanthropy, family education, governance, risk, and insurance. Readers can use it to organize questions for a Miami adviser serving high-net-worth individuals, pooled investment vehicles, or pension plans.
- Network siteFamilyOffices.com
FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. A prospective client can use those materials to compare family governance practices, education priorities, philanthropy planning, and coordination needs before speaking with a multifamily office in Miami.
- GuideThe annual MFO review
The annual MFO review gives readers a recurring reference for understanding developments among multifamily offices and the services they provide. It can help a family or business owner frame questions about investment management, planning, risk, philanthropy, and governance when assessing an SEC-registered adviser.
- Similar firmsElement Pointe Family Office
Legacy Family Office, LLC
Legacy Trust Family Wealth OfficesThese profiles offer nearby comparison points for readers reviewing Element Pointe Advisors, LLC. Element Pointe Family Office, Legacy Family Office, LLC, and Legacy Trust Family Wealth Offices can help a prospective client compare service descriptions, client focus, and regional presence across firms listed on this site.
Sources
- Form ADV, CRD 282750 , as of July 30, 2026.
- Element Pointe press page , as of July 30, 2026.
- Form ADV, CRD 282750 , as of July 30, 2026.
- Form ADV, CRD 282750 , as of July 30, 2026.
- Form ADV, CRD 282750 , as of July 30, 2026.
- Form ADV, CRD 282750 , as of July 30, 2026.
- Form ADV, CRD 282750 , as of July 30, 2026.
- Form ADV, CRD 282750 , as of July 30, 2026.
- Form ADV, CRD 282750 , as of July 30, 2026.
- Element Pointe solutions and [homepage](https://www.elementpointe.com/), 2026.
- Element Pointe solutions and [press page](https://www.elementpointe.com/press/), 2026.
- Element Pointe homepage and [solutions](https://www.elementpointe.com/solutions/), 2026.
- Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.
- Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.
- Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.
- Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.
- Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.
- Element Pointe company page and [press page](https://www.elementpointe.com/press/), 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.
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