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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

  • 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 Offices

    These 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

  1. Form ADV, CRD 282750 , as of July 30, 2026.
  2. Element Pointe press page , as of July 30, 2026.
  3. Form ADV, CRD 282750 , as of July 30, 2026.
  4. Form ADV, CRD 282750 , as of July 30, 2026.
  5. Form ADV, CRD 282750 , as of July 30, 2026.
  6. Form ADV, CRD 282750 , as of July 30, 2026.
  7. Form ADV, CRD 282750 , as of July 30, 2026.
  8. Form ADV, CRD 282750 , as of July 30, 2026.
  9. Form ADV, CRD 282750 , as of July 30, 2026.
  10. Element Pointe solutions and [homepage](https://www.elementpointe.com/), 2026.
  11. Element Pointe solutions and [press page](https://www.elementpointe.com/press/), 2026.
  12. Element Pointe homepage and [solutions](https://www.elementpointe.com/solutions/), 2026.
  13. Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.
  14. Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.
  15. Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.
  16. Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.
  17. Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.
  18. Element Pointe company page and [press page](https://www.elementpointe.com/press/), 2026.

Claim or correct this profile

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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