# Element Pointe Family Office

> 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.

- CRD: 282750
- Filed as: ELEMENT POINTE FAMILY OFFICE
- Legal name: Element Pointe Advisors, LLC
- Also doing business as: ELEMENT POINTE, ELEMENT POINTE ADVISORS, ELEMENT POINTE FAMILY OFFICE
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282750
- AdvisorCensus page: https://advisorcensus.com/firm/element-pointe-family-office-miami-fl-282750

## Quick answers

**How is Element Pointe Family Office compensated?**
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.

**Where is Element Pointe Family Office located?**
Element Pointe Family Office's principal office is in Miami, FL, according to its Form ADV.

**Is Element Pointe Family Office registered with the SEC or a state?**
Element Pointe Family Office is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282750.

**How much does Element Pointe Family Office manage?**
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).

**How have Element Pointe Family Office's assets and staff changed since 2021?**
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.

**What types of clients does Element Pointe Family Office serve?**
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).

**Which custodians does Element Pointe Family Office use?**
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.

**Does Element Pointe Family Office report any disciplinary disclosures?**
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

**Does Element Pointe Family Office state an account minimum?**
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"

**What changed in Element Pointe Family Office's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated July 30, 2026)

- Account minimum: $15,000,000 (the brochure says it may be waived or negotiated)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Goldman Sachs Custody Solutions
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,218,377,295
- Discretionary: $1,160,240,620
- Non-discretionary: $58,136,675

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 52 | $1,214,119,733 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $2,336,852 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,920,710 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 11 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DE, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [elementpointe.com](https://elementpointe.com)
- LinkedIn @element-pointe-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $571,569,931 | 8 | September 3, 2021 |
| October 2022 | $705,541,597 | 12 | July 26, 2022 |
| October 2023 | $636,738,617 | 10 | May 1, 2023 |
| October 2024 | $836,893,114 | 11 | June 25, 2024 |
| October 2025 | $854,542,445 | 12 | June 5, 2025 |
| October 2026 | $1,218,377,295 | 11 | July 30, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Element Pointe Family Office (CRD 282750): Form ADV filing data as of October 2026.