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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-10-2016
- Office Locations
- 3
Office Locations
About Element Pointe Family Office
Element Pointe Family Office is a Miami-based wealth manager providing family office-style planning and investment management for successful entrepreneurs and business owners. Clients access planning and reporting through eMoney and Addepar, with accounts supported at custodians including Charles Schwab and Fidelity/NFS. The firm’s investment toolkit spans public funds/ETFs and fixed income, plus select alternatives such as private credit, real estate, hedge funds, and digital assets.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CARLOS ALBERTO DOMINGUEZ
Chief Investment Officer, Manager, President
- CRD
- #2497363
- Ownership
- 25% but less than 50%
NANCY BETH GOLDSTEIN
Chief Compliance Officer, SENIOR VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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SHANE SAMUEL BLUM
--
- CRD
- #7824177
Andrew Colannino
Analyst, Investment Management
- CRD
- --
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,160,240,620 | $2,929,901 |
| Non-Discretionary | $58,136,675 | $3,633,542 |
| Total | $1,218,377,295 | $2,957,226 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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