{
  "crd_number": 282750,
  "slug": "element-pointe-family-office-miami-fl-282750",
  "primary_business_name": "ELEMENT POINTE FAMILY OFFICE",
  "legal_name": "ELEMENT POINTE ADVISORS, LLC",
  "dbas": [
    "ELEMENT POINTE",
    "ELEMENT POINTE ADVISORS",
    "ELEMENT POINTE FAMILY OFFICE"
  ],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-02-10",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 1218377295.0,
  "raum_discretionary": 1160240620.0,
  "raum_non_discretionary": 58136675.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 1920710.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1214119733.0,
      "count": 52
    },
    "pooled_investment_vehicles": {
      "raum": 2336852.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "DE",
    "FL",
    "TX"
  ],
  "websites": [
    "https://elementpointe.com",
    "https://linkedin.com/company/element-pointe-advisors-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282750",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/element-pointe-family-office-miami-fl-282750",
  "display_name": "Element Pointe Family Office",
  "summary": "Element Pointe Family Office is an SEC-registered investment advisory firm in Miami, FL, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 30, 2026.",
  "citation": "AdvisorCensus. Element Pointe Family Office (CRD 282750): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Element Pointe Family Office compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Element Pointe Family Office reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is Element Pointe Family Office located?",
      "a": "Element Pointe Family Office's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Element Pointe Family Office registered with the SEC or a state?",
      "a": "Element Pointe Family Office is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282750."
    },
    {
      "q": "How much does Element Pointe Family Office manage?",
      "a": "Element Pointe Family Office reports $1,218,377,295 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (95% discretionary)."
    },
    {
      "q": "How have Element Pointe Family Office's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Element Pointe Family Office: Regulatory assets under management: $571,569,931 in the October 2021 data and $1,218,377,295 in the October 2026 data, up 113%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Element Pointe Family Office serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (52); pooled investment vehicles (other than investment companies and business development companies) (1); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Element Pointe Family Office use?",
      "a": "Element Pointe Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Goldman Sachs Custody Solutions and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Element Pointe Family Office report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282750"
    },
    {
      "q": "Does Element Pointe Family Office state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 30, 2026 says: \"As a condition for starting and maintaining an investment management relationship, we impose a minimum portfolio value of $15,000,000. In our sole discretion, we can accept clients with smaller portfolios\""
    },
    {
      "q": "What changed in Element Pointe Family Office's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 571569931.0,
      "total_employees": 8,
      "filing_date": "2021-09-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 705541597.0,
      "total_employees": 12,
      "filing_date": "2022-07-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 636738617.0,
      "total_employees": 10,
      "filing_date": "2023-05-01"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 836893114.0,
      "total_employees": 11,
      "filing_date": "2024-06-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 854542445.0,
      "total_employees": 12,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1218377295.0,
      "total_employees": 11,
      "filing_date": "2026-07-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 9.",
        "Regulatory assets under management went from $854,542,445 to $1,218,377,295 (+43%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$15,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $15,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "As a condition for starting and maintaining an investment management relationship, we impose a minimum portfolio value of $15,000,000. In our sole discretion, we can accept clients with smaller portfolios"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 15000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "As a condition for starting and maintaining an investment management relationship, we impose a minimum portfolio value of $15,000,000. In our sole discretion, we can accept clients with smaller portfolios"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs Custody Solutions",
      "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/element-pointe-family-office-miami-fl-282750.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 52,
      "fewer_than_5": false,
      "raum": 1214119733.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2336852.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1920710.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282750",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}