Element Pointe Advisors, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 54
- Avg AUM / client
- $22.6M
- Accounts
- 412
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 52 | $1.2B | 99.7% |
| Pooled investment vehicles (non-investment companies) | 1 | $2.3M | 0.19% |
| Pension and profit sharing plans | 1 | $1.9M | 0.16% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $6.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Element Pointe Deep Access Fund, Lp | Private Equity Fund | Delaware | $6.3M | 45 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carlos Alberto Dominguez | President, Chief Investment Officer, And Manager | Mar 2016 (10y) | ≈ 37.5% – 75% via Element Pointe Group, Llc | |
| David Nmn Savir | Ceo & Coo | Mar 2016 (10y) | ≈ 37.5% – 75% via Element Pointe Group, Llc | |
| Mendelsohn, Ashley, Morris | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Kristopher Kyle Martin | Registered representative | CFP | Aug 2017 (9y) | |
| John Christopher Rodriguez | Registered representative | CFP | Jun 2019 (7y) | |
| Sebastian Antonio Ordonez Bueno | Registered representative | Mar 2022 (4y) | ||
| Kathryn Zurcher | Registered representative | Oct 2024 (2y) | ||
| Andrew Francis Colannino | Registered representative | Oct 2024 (2y) | ||
| Jonathan Andrew Jerome | Registered representative | CFP | Apr 2025 (1y) | |
| Karina Ann Dickason | Registered representative | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Element Pointe Group, Llc | Member | Jan 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Carlos Alberto Dominguez: 50% – 75% of Element Pointe Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- David Nmn Savir: 50% – 75% of Element Pointe Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $6.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Element Pointe Deep Access Fund, Lp | Private Equity Fund | $6.3M | $0 | 45 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • REPORTING FEES FOR FAMILY OFFICE CLIENTS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $1.1B (87% of AUM) May 2026
- Fidelity Investments Institutional Services Company, Inc. $244M (68% of AUM) Mar 2019
- Charles Schwab & Co. $92.0M (8% of AUM) May 2026
- J.P. Morgan $71.0M (10% of AUM) Mar 2023
- Merrill Lynch $37.9M (11% of AUM) Aug 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗