Element Pointe Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 1 private fund.
Element Pointe Advisors reports 54 clients. They include 52 high-net-worth individuals, 1 pooled investment vehicle and 1 pension or profit-sharing plan. Of its assets, 95.2% ($1.16B across 396 accounts) are managed with discretion; $58.1M across 16 accounts are not. Of its clients, 2% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 96% | 100% |
| Pooled investment vehicles | 2% | <1% |
| Pension and profit-sharing plans | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 52 | $1.21B | 99.7% | $23.3M |
| Pooled investment vehicles | 1 | $2.34M | 0.2% | $2.34M |
| Pension and profit-sharing plans | Fewer than 5 | $1.92M | 0.2% | $1.92M |
| Total | 54 | $1.22B | 100% | — |
- Clients
- 52
- Regulatory AUM
- $1.21B
- AUM share
- 99.7%
- Avg. per client
- $23.3M
- Clients
- 1
- Regulatory AUM
- $2.34M
- AUM share
- 0.2%
- Avg. per client
- $2.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.92M
- AUM share
- 0.2%
- Avg. per client
- $1.92M
Total
- Clients
- 54
- Regulatory AUM
- $1.22B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 26–50
Element Pointe Advisors charges 0.25%–1.00% a year for its Investment Management and Family Office Advisory. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $15,000,000. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$3M | 1.00% |
| $3M–$10M | 0.85% |
| $10M–$25M | 0.65% |
| $25M–$50M | 0.45% |
| $50M–$100M | 0.40% |
| $100M and above | 0.25% |
Fee details and sources
Other fees
- Reporting Services
- Reporting on assets we do not manage is a fixed fee or an asset-based fee generally not exceeding 0.20% of those assets.
Savir Capital Holdings, LLC owns 25% to 50% of Element Pointe Advisors and is in turn owned by David Savir (75% or more). David Savir is CEO; the leadership team includes President Nancy Goldstein and Chief Investment Officer Carlos Dominguez. It has 11 employees, 9 of them in advisory roles.
Leadership
- David SavirChief Executive Officer, Chief Operations Officer, Partner, and Manager
- Nancy GoldsteinSenior Vice President and Chief Compliance Officer
- Carlos DominguezChief Investment Officer, Manager, Partner
- Kristopher MartinPartner
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Andrew Francis Colannino IV
- Carlos Alberto Dominguez
- Jonathan Andrew Jerome
- Kristopher Kyle Martin
- Sebastian Antonio Ordonez Bueno
- John Christopher Rodriguez
- David NMN Savir
- Kathryn Zurcher
Staff
- 11 employees
- 9 in advisory functions
- 9 state-registered reps
- Owns 75% or more of Element Pointe Advisors, LLC
Kristopher Martin
since April 2026
- Owns 25% to 50% of Element Pointe Advisors, LLC
Savir Capital Holdings, LLC
Control person · since April 2026
- Owns 75% or more of Savir Capital Holdings, LLC
David Savir
Control person · since January 2021
- Owns 25% to 50% of Element Pointe Advisors, LLC
Dominguez Capital Holdings, LLC
Control person · since July 2026
- Owns 75% or more of Dominguez Capital Holdings, LLC
Carlos Dominguez
Control person · since May 2026
- Owns 25% to 50% of Element Pointe Advisors, LLC
Dominguez Capital Holdings,
Control person · since July 2026
Element Pointe Advisors’ regulatory assets grew 2.1× from $572M (July 2021) to $1.22B (July 2026); clients rose from 43 to 54 and employees from 8 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.22B | 54 | 11 | 1 |
| June 2025 | $855M | 48 | 12 | 1 |
| June 2024 | $837M | 54 | 11 | 1 |
| May 2023 | $637M | 48 | 10 | 1 |
| July 2022 | $706M | 50 | 12 | 1 |
| July 2021 | $572M | 43 | 8 | 1 |
Besides its headquarters, Element Pointe Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 333 Se 2nd Ave, Suite 2520, MiamiHQ
Other business names
Element Pointe Advisors has reported 3 other business names to the SEC.
- Element Pointe
- Element Pointe Advisors
- Element Pointe Family Office
Contact and registration details
- Legal name
- Element Pointe Advisors, LLC
- Headquarters
- 333 Se 2nd Ave, Suite 2520, Miami, FL 33131
- Website
- elementpointe.com
- Phone
- 786-655-9790
- @element-pointe-advisors-llc
- SEC file
- 801-107214
- Structure
- Delaware LLC
- Fiscal year end
- December
Element Pointe Advisors uses Fidelity ($1.06B, 92%), Charles Schwab ($92M, 8%) and Folio Investments ($0, 0%) as custodians for its separately managed accounts. Element Pointe Advisors has custody of $793M in client assets for 38 clients.
- FidelityNational Financial Services LLC · Boston, MA · $1.06B92%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $92M8%
At year end, Element Pointe Advisors’ separately managed accounts were mostly in funds (70%) and cash (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $621M across 90 positions; the largest are iShares Tr (37.8%), State Str SPDR S&P 500 ETF T (8.7%) and iShares Tr (5.1%).
What the accounts hold
- Stocks9%
- Funds70%
- Registered funds66%
- Pooled vehicles4%
- Bonds4%
- Cash17%
Reported 13F holdings
- $621M
- Reported 13F value
- 90
- Positions
- 76.3%
- In the 10 largest
- +17.2%
- Value vs. prior quarter
- iShares Tr · Core S&P500 ETF37.8%
- State Str SPDR S&P 500 ETF T · Tr Unit8.7%
- iShares Tr · Core MSCI Eafe5.1%
- SPDR Series Trust · St Str Sp Trans4.4%
- iShares Tr · 1 3 Yr Treas Bd4.4%
- iShares Tr · US Hlthcr Pr ETF4.3%
- J P Morgan Exchange Traded F · Income ETF3.6%
- Vanguard Scottsdale Fds · Short Term Treas3.1%
- iShares Tr · MSCI USA Qlt Fct2.5%
- iShares Inc. · MSCI Japan ETF2.5%
Together, the ten largest are 76.3% of reported value.
How many clients does Element Pointe Advisors have?
Element Pointe Advisors has 54 clients and manages $1.22 billion for them, as of July 2026. They include 52 high-net-worth individuals, 1 pooled investment vehicle and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Element Pointe Advisors offer?
Element Pointe Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Element Pointe Advisors charge?
Element Pointe Advisors charges 0.25%–1.00% a year for its Investment Management and Family Office Advisory. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $15,000,000.
Source: ELEMENT POINTE ADVISORS FORM ADV OTA PART 2A 07-30-2026, filed 30 July 2026
Which custodians does Element Pointe Advisors use?
Element Pointe Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.06B and Charles Schwab & Co., Inc. (San Francisco, CA), with $92M. The filing also lists Folio Investments, Inc. with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Element Pointe Advisors have?
Element Pointe Advisors has 9 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Element Pointe Advisors invest in?
At the end of its last fiscal year, Element Pointe Advisors’ separately managed accounts held 66% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents, 9% exchange-traded equities, 4% state and local bonds and 4% pooled vehicles (private funds and similar). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Element Pointe Advisors have a minimum investment?
Yes, Element Pointe Advisors’ minimum account size for its Investment Management and Family Office Advisory is $15M.
Source: ELEMENT POINTE ADVISORS FORM ADV OTA PART 2A 07-30-2026, filed 30 July 2026
Who owns Element Pointe Advisors?
Element Pointe Advisors is owned through holding companies by David Savir and Carlos Dominguez. Its direct owners are Savir Capital Holdings, LLC (25% to 50%), Dominguez Capital Holdings, LLC (25% to 50%), Dominguez Capital Holdings (25% to 50%) and Kristopher Martin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Element Pointe Advisors get paid?
Element Pointe Advisors is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Element Pointe Advisors registered with the SEC?
Yes, Element Pointe Advisors has been registered with the SEC as an investment adviser since 10 February 2016. Its CRD number is 282750 and its SEC file number is 801-107214.
Source: Form ADV Part 1A, Item 1, filed 30 July 2026; IAPD firm record
How do I contact Element Pointe Advisors?
Element Pointe Advisors’ main office is at 333 Se 2nd Ave, Suite 2520, Miami, FL 33131. Its phone number is 786-655-9790. Its website is elementpointe.com.