SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Element Pointe Family Office
Miami, FL
Element Pointe Advisors, LLC, CRD 282750
Firm filing updated July 30, 2026 ·
- $1.2BAssets
- 9Advisory staff
- 412Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals52
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 52 | $1.2 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $2.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $1.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING AND FAMILY OFFICE ADVISORY SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING AND FAMILY OFFICE ADVISORY SERVICES"
Assets and accounts
- Regulatory assets$1.2 billion
- Accounts412
- Discretionary$1.2 billion · 396 accounts
- Non-discretionary$58.1 million · 16 accounts
People
- Employees11
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Element Pointe Advisors, LLC SEC-registered investment advisor. CRD 282750, SEC file 801-107214.
- Registered with the SEC as an investment advisor (status date on record: February 10, 2016).
Is Element Pointe Family Office a fiduciary?
Short answer: Element Pointe Family Office is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.