DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Element Pointe Family Office

Independent wealth managerMiami, FloridaCRD 282750SEC 801-107214website IAPD

Legal name Element Pointe Advisors, LLC

Latest filing Jul 30, 2026

First filing on the tape Jan 22, 2016 · 63 filings

SEC status approved since Feb 10, 2016

RAUM

$1.2B

reported, Item 5.F

Discretionary

95%

of RAUM

Private clients

100%

$1.2B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$135M

derived; firm RAUM over IAPD count

Employees

9 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

63 filings and snapshots on the tape

RAUM$1.2B as of Jul 30, 2026

Feb 27, 2017$181M then

HNW client RAUM$1.2B as of Jul 30, 2026

Mar 29, 2018$339M then

State-registered IARs (5.B.3)9 as of Jul 30, 2026

Feb 27, 20174 then

Employees (5.A)11 as of Jul 30, 2026

Feb 27, 20174 then

Private funds1 as of Jul 30, 2026

Mar 11, 20211 then

RAUM +43% over the last fiscal year+24% a year over threeIARs 10 to 9

Practice profile

derived from the filing of Jul 30, 2026; every figure names its basis

Archetypes, each a printed rule

Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M

RAUM per advisor: $152MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $23.3MderivedHNW RAUM over HNW clients
Average account: $3.0MderivedRAUM over accounts (5.F.2.f)
Discretionary: 95%derivedof RAUM
Institutional: 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.4derivedItem 5.A over advisors
Advisors per office: 8.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +43%derivedbetween the last two annual amendments
Advisor growth, one year: -10%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
Custody: $793M, 38 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$1.2B100%
Pooled investment vehicles$2.3M0.2%
Pension and profit-sharing plans$1.9M0.2%

Individual clients: n/areported
HNW clients: 52reported
Pension plan clients: 1reported
Charitable clients: n/areported
Accounts: 412reported
Financial planning clients: 26-50reported
Wrap fee programs: noreported
Custody of client assets: $793M for 38 clientsreported
Compensation: % of AUM, fixed, performancereported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

9 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
David Nmn Savir	Miami, Fl	May 10, 2016	16 y	0
Carlos Alberto Dominguez	Miami, Fl	May 12, 2016	14 y	0
Kristopher Kyle MartinCertified Financial Planner	Miami, Fl	Aug 7, 2017	14 y	0
John Christopher RodriguezCertified Financial Planner	Miami, Fl	Jun 24, 2019	15 y	1
Sebastian Antonio Ordonez Bueno	Miami, Fl	Mar 14, 2022	11 y	0
Kathryn Zurcher	Vernon, Ct	Oct 14, 2024	11 y	2
Andrew Francis Colannino	Miami, Fl	Oct 29, 2024	12 y	0
Jonathan Andrew JeromeCertified Financial Planner	Miami, Fl	Apr 17, 2025	18 y	3
Shane Samuel Blum	Miami, Fl	Jul 23, 2026	10 y	0

Advisor movement

1 left, 0 joined in 12 months

net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 11% of current headcount3 left over 36 months

Left, latest

Lura Jae-Nicole Marrs to Torren Management, LLC
Apr 9, 2026 · RIA to RIA
Elisha Kes to Legacy Wealth Advisors, LLC
Aug 4, 2025 · RIA to RIA
Anthony Joseph Labrake to Fiduciary Family Office, LLC
May 7, 2024 · RIA to RIA
Jonathan H Goldstein to Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jul 26, 2022 · RIA to wirehouse
Mary De Luis to J.P. Morgan Securities LLC
Jul 12, 2018 · RIA to wirehouse

Joined, latest

Jonathan Andrew Jerome from Bci Securities, Inc.
Apr 17, 2025 · RIA to RIA
Kathryn Zurcher from Private Advisor Group, LLC
Oct 14, 2024 · Affiliated broker-dealer or bank to independent RIA
Anthony Joseph Labrake from Facet
May 30, 2023 · RIA to RIA
Jonathan H Goldstein from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mar 14, 2022 · Wirehouse to independent RIA
Elisha Kes from Bigsur Partners, LLC
Aug 25, 2021 · RIA to RIA
Lura Jae-Nicole Marrs from Cambridge Investment Research Advisors, Inc.
Apr 1, 2021 · Affiliated broker-dealer or bank to independent RIA
John Christopher Rodriguez from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jun 24, 2019 · Wirehouse to independent RIA

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Element Pointe Deep Access Fund, LP	Private Equity Fund	$2.3M	45	Mar 11, 2021

Owners and control persons

Schedule A and B, latest filing

Alberto Carlos Dominguez · Chief Investment Officer, Manager, Partnercontrol
since 03/2016 · owns less than 5%
Beth Nancy Goldstein · Senior Vice President And Chief Compliance Officercontrol
since 03/2026 · owns less than 5%
Morris Ashley Mendelsohn · Chief Compliance Officercontrol
since 06/2024 · owns less than 5%
Nmn David Savir · Chief Executive Officer, Chief Operations Officer, Partner, And Managercontrol
since 03/2016 · owns less than 5%
Alberto Carlos Dominguez · Managing Membercontrol
since 01/2021 · owns 50% to 75% of Element Pointe Group, LLC
Nmn David Savir · Managing Membercontrol
since 01/2021 · owns 50% to 75% of Element Pointe Group, LLC
Kyle Kristopher Martin · Partner
since 04/2026 · owns less than 5%

Entity owners

Element Pointe Group, LLC · Member
direct · owns 75% or more

Related persons

Schedule D 7.A

David Savir
y
Element Pointe Deep Access Gp, LLC
pooled vehicle sponsorn

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Miami, Fl · principal	9	1	1

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

3 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jul 30, 2026
GOLDSTEIN, NANCY, BETH (SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2024-06-25 and 2026-07-30
peers: independent wealth managers, $1B to $5B (1,360)
control person changedChange between filings · filing Jul 30, 2026
MENDELSOHN, ASHLEY, MORRIS (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-06-25 and 2026-07-30
peers: independent wealth managers, $1B to $5B (1,360)
RAUM up 25 %Change between filings · filing Mar 27, 2026
RAUM (Item 5.F) moved from $854,542,445 to $1,218,377,295 (+43.0%) between the annual amendments of 2025-03-30 and 2026-03-27; the peer median change was +17.0% (1297 comparable advisers, 90.0th percentile of changes)
peers: independent wealth managers, $1B to $5B (1,297) · 90% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 331 to 412
Sep 30, 2025 to Mar 27, 2026
Advisory employees · 10 to 9
Sep 30, 2025 to Mar 27, 2026
HNW clients · 47 to 52
Sep 30, 2025 to Mar 27, 2026
Pension plan clients · unset to 1.0
Sep 30, 2025 to Mar 27, 2026
Assets in custody · $493M to $793M
Sep 30, 2025 to Mar 27, 2026
Employees · 12 to 11
Sep 30, 2025 to Mar 27, 2026
State-registered IARs · 10 to 9
Sep 30, 2025 to Mar 27, 2026
Discretionary RAUM · $802M to $1.2B
Sep 30, 2025 to Mar 27, 2026
HNW RAUM · $847M to $1.2B
Sep 30, 2025 to Mar 27, 2026
Non-discretionary RAUM · $52.5M to $58.1M
Sep 30, 2025 to Mar 27, 2026
Pension RAUM · $1.6M to $1.9M
Sep 30, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $6.3M to $2.3M
Sep 30, 2025 to Mar 27, 2026
RAUM · $855M to $1.2B
Sep 30, 2025 to Mar 27, 2026
Financial planning clients · 26-50 to 26-50
Mar 30, 2025 to Jun 5, 2025
Accounts · 348 to 331
Oct 8, 2024 to Mar 30, 2025
HNW clients · 53 to 47
Oct 8, 2024 to Mar 30, 2025
Assets in custody · $475M to $493M
Oct 8, 2024 to Mar 30, 2025
Employees · 11 to 12
Oct 8, 2024 to Mar 30, 2025
Financial planning clients · 0 to 26-50
Oct 8, 2024 to Mar 30, 2025
Discretionary RAUM · $788M to $802M
Oct 8, 2024 to Mar 30, 2025
HNW RAUM · $828M to $847M
Oct 8, 2024 to Mar 30, 2025
Non-discretionary RAUM · $48.8M to $52.5M
Oct 8, 2024 to Mar 30, 2025
Pension RAUM · $1.3M to $1.6M
Oct 8, 2024 to Mar 30, 2025
Pooled vehicle RAUM · $7.9M to $6.3M
Oct 8, 2024 to Mar 30, 2025
RAUM · $837M to $855M
Oct 8, 2024 to Mar 30, 2025
Accounts · 318 to 348
Nov 20, 2023 to Mar 14, 2024
Advisory employees · 9 to 10
Nov 20, 2023 to Mar 14, 2024
Advisory activities · 4 to 5
Nov 20, 2023 to Mar 14, 2024
HNW clients · 47 to 53
Nov 20, 2023 to Mar 14, 2024
Assets in custody · $349M to $475M
Nov 20, 2023 to Mar 14, 2024
Employees · 10 to 11
Nov 20, 2023 to Mar 14, 2024
Financial planning clients · 1-10 to 0
Nov 20, 2023 to Mar 14, 2024
State-registered IARs · 9 to 10
Nov 20, 2023 to Mar 14, 2024
Discretionary RAUM · $584M to $788M
Nov 20, 2023 to Mar 14, 2024
HNW RAUM · $627M to $828M
Nov 20, 2023 to Mar 14, 2024
Individual RAUM · 529816.0 to unset
Nov 20, 2023 to Mar 14, 2024
Non-discretionary RAUM · $53.2M to $48.8M
Nov 20, 2023 to Mar 14, 2024
Pension RAUM · $1.1M to $1.3M
Nov 20, 2023 to Mar 14, 2024
RAUM · $637M to $837M
Nov 20, 2023 to Mar 14, 2024
Accounts · 320 to 318
Mar 6, 2023 to Mar 29, 2023

Signals

14 dated events

Shane Samuel Blum no longer holds an investment adviser registration (last listed at Element Pointe Family Office on the 2026-09-14 feed)
Sep 14, 2026 · Advisor registration ended · derived
Lura Jae-Nicole Marrs left Element Pointe Family Office for Torren Management, Llc (registered 2026-01-27)
Apr 9, 2026 · Advisor changed firm · fact
Element Pointe Family Office reported RAUM $1.2B, up 43% from $854.5M (2025-09-30 to 2026-03-27)
Mar 27, 2026 · RAUM change · derived
Elisha Kes left Element Pointe Family Office for Legacy Wealth Advisors, Llc (registered 2026-01-28)
Aug 4, 2025 · Advisor changed firm · fact
Morris Ashley Mendelsohn (Chief Compliance Officer) appeared on Schedule A of Element Pointe Family Office
Jun 25, 2024 · Control person joined · fact
Anthony Joseph Labrake left Element Pointe Family Office for Fiduciary Family Office, Llc (registered 2024-05-30)
May 7, 2024 · Advisor changed firm · fact
Element Pointe Family Office reported RAUM $836.9M, up 31% from $636.7M (2023-11-20 to 2024-03-14)
Mar 14, 2024 · RAUM change · derived
Celeste Dionne Fajardo (Chief Compliance Officer & General Counsel) no longer on Schedule A of Element Pointe Family Office (listed 2022-12-08, absent 2023-03-06)
Mar 6, 2023 · Control person left · inference
Jonathan H Goldstein left Element Pointe Family Office for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-12-06)
Jul 26, 2022 · Advisor changed firm · fact
Element Pointe Family Office reported RAUM $571.6M, up 41% from $405.8M (2021-02-23 to 2021-03-11)
Mar 11, 2021 · RAUM change · derived
Celeste Dionne Fajardo (Chief Compliance Officer & General Counsel) appeared on Schedule A of Element Pointe Family Office
Apr 7, 2020 · Control person joined · fact
Heath Wruble (Chief Compliance Officer) no longer on Schedule A of Element Pointe Family Office (listed 2019-03-26, absent 2019-07-30)
Jul 30, 2019 · Control person left · inference
Heath Wruble (Chief Compliance Officer) appeared on Schedule A of Element Pointe Family Office
Mar 26, 2019 · Control person joined · fact
Robust Advisors, Llc filed its initial SEC registration (Form ADV)
Jan 22, 2016 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

Element Pointe Family Office · Family Offices
shared crd · office
Element Pointe Family Office · Independent Sponsors
shared crd · capital_provider
Element Pointe Family Office · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Business phone: 786-655-9790reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/element-pointe-advisors-llcreportedpublic record, Form ADV, Sep 17, 2026
Website: elementpointe.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: (786) 655-9790reportedpublic record, Form ADV, Jul 30, 2026
Contact form: elementpointe.com/contactreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $135Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026