Element Pointe Advisors, LLC
Element Pointe Advisors, LLC (also operating as 'Element Pointe Family Office') is an SEC-registered investment adviser founded in 2016 and based in Miami, Florida. The firm serves primarily high net worth individuals and select institutional clients and manages assets across discretionary and advisory accounts. As of mid-2025, the firm has a staff of approximately 11-12 employees, with the majority working in investment functions.
Investment Strategy
Element Pointe Advisors pursues a comprehensive wealth management strategy for high net worth individuals, emphasizing tailored investment portfolios that typically include public equities, ETFs, and select alternative investments. Their approach focuses on long-term capital appreciation, risk management, and diversification, with portfolio construction frequently weighted towards U.S. large-cap equities and broad market ETFs. The firm delivers highly personalized advice and investment management, leveraging both active and passive strategies depending on client objectives.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 38.78% | $160.3M | 258,153 | $401.34 | $620.90 | +$3.2M |
S SPY | SPDR S&P 500 ETF TR | 10.79% | $44.6M | 72,205 | $333.02 | $617.85 | +$4.2M |
S SHY | ISHARES TR | 9.94% | $41.1M | 495,769 | $81.23 | $82.86 | -$3.0M |
Q QUAL | ISHARES TR | 3.76% | $15.5M | 84,942 | $129.59 | $182.82 | +$1.5M |
X XLV | SELECT SECTOR SPDR TR | 3.42% | $14.1M | 104,755 | $145.83 | $134.79 | -$923.5K |