Element Pointe Family Office
SEC RegisteredPlanning Thoughtfully, Investing Wisely ™
About the firm
Element Pointe is a fee-only, independent registered investment adviser and multi-family office founded by former professionals from large global banks to provide independent, transparent, and objective advice and portfolio management to clients. The firm serves high-net-worth families and family offices throughout the U.S., offering investment management and family office advisory services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (including strategic asset allocation, tactical tilts, manager selection and oversight, alternative investments, portfolio risk management, and investment cost analysis) and family office advisory services; also serves as outsourced Chief Investment Officer to select single-family offices.
Who they serve
Successful entrepreneurs, business owners, multi-generational family offices, real estate investors/developers, and professional sports athletes/sports executives; specifically high-net-worth and ultra-high-net-worth families and family offices throughout the U.S.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| Next $7,000,000 | 0.85% |
| Next $15,000,000 | 0.65% |
| Next $25,000,000 | 0.45% |
| Next $50,000,000 | 0.40% |
| Above $100,000,000 | 0.25% |
Data as of July 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Element Pointe Family Office has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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