Sand Hill Global Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 500 clients last fiscal year.
Sand Hill Global Advisors reports 572 clients. They include 504 high-net-worth individuals, 42 individual clients and 26 charitable organizations. Of its assets, 98.7% ($4.33B across 2,098 accounts) are managed with discretion; $56.8M across 55 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 7% | <1% |
| High-net-worth individuals | 88% | 83% |
| Charitable organizations | 5% | 17% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $21.8M | 0.5% | $519K |
| High-net-worth individuals | 504 | $3.63B | 82.8% | $7.21M |
| Charitable organizations | 26 | $734M | 16.7% | $28.2M |
| Total | 572 | $4.39B | 100% | $7.68M |
- Clients
- 42
- Regulatory AUM
- $21.8M
- AUM share
- 0.5%
- Avg. per client
- $519K
- Clients
- 504
- Regulatory AUM
- $3.63B
- AUM share
- 82.8%
- Avg. per client
- $7.21M
- Clients
- 26
- Regulatory AUM
- $734M
- AUM share
- 16.7%
- Avg. per client
- $28.2M
Total
- Clients
- 572
- Regulatory AUM
- $4.39B
- AUM share
- 100%
- Avg. per client
- $7.68M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Sand Hill Global Advisors charges up to 1.00% for its Wealth Management Fees. The brochure does not state whether the rate is annual. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Planning Engagements
- Hourly planning and advisory fees range from $100 to $300 per hour against a $1,200 retainer.
Brian Dombkowski is CEO; the leadership team includes Chief Investment Officer Brenda Vingiello, Chief Operating Officer Anthony Craun and Chief Compliance Officer Caroline Curts. It has 33 employees, 16 of them in advisory roles.
Leadership
- Brian DombkowskiChief Executive Officer
- Anthony CraunChief Operating Officer
- Caroline CurtsChief Compliance Officer
- Megan BreslinSenior Wealth Manager
- Elizabeth CodySenior Wealth Manager
- Sara CravenChief Wealth Manager
- Meghan DatersSenior Portfolio Manager
- Janet HoffmannSenior Wealth Manager
- Brenda VingielloChief Investment Officer
- Jeffrey AbadieSenior Wealth Manager
- Stephen PetersonSenior Wealth Manager
- Kimberleigh WilliamsSenior Wealth Manager
- Mark StrahsSenior Portfolio Manager
- Kristin SunSenior Wealth Manager
Investment adviser representatives
20 representatives listed in the SEC register as of 9 October 2026.
- Jeffrey Louis Abadie
- Megan Shea Breslin
- Alfred Kam Fai Cheung
- Elizabeth Ruffalo Cody
- Anthony Donald Craun
- Sara Kathleen Craven
- Caroline Alma Curts
- Meghan Degroot Daters
- Brian Eugene Dombkowski
- Janet Lynn Hoffmann
- Drew Enright Kunde
- Stephen Ford Peterson
- Kimberly Nguyen Pham
- Miriam Santiago
- Mark Francis Strahs
- Kristin Michelle Sun
- Barry Taylor
- Brenda Ann Vingiello
- Kimberleigh Anne Williams MS.
- Brendon Hideo Yi
Staff
- 33 employees
- 16 in advisory functions
- 16 state-registered reps
- Owns 10% to 25% of Sand Hill Global Advisors, LLC
Brian Dombkowski
Control person · since February 2010
- Owns 5% to 10% of Sand Hill Global Advisors, LLC
Jeffrey Abadie
since June 2009
- Owns 5% to 10% of Sand Hill Global Advisors, LLC
Anthony Craun
Control person · since June 2009
- Owns 5% to 10% of Sand Hill Global Advisors, LLC
Sara Craven
Control person · since June 2009
- Owns 5% to 10% of Sand Hill Global Advisors, LLC
Stephen Peterson
since June 2009
- Owns 5% to 10% of Sand Hill Global Advisors, LLC
Brenda Vingiello
Control person · since June 2012
- Owns 5% to 10% of Sand Hill Global Advisors, LLC
Kimberleigh Williams
since June 2009
- Owns 5% to 10% of Sand Hill Global Advisors, LLC
Mark Strahs
since June 2017
- Owns 5% to 10% of Sand Hill Global Advisors, LLC
Kristin Sun
since June 2018
Sand Hill Global Advisors’ regulatory assets grew from $3.08B (March 2021) to $4.39B (March 2026); clients rose from 426 to 572 and employees from 27 to 33.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $4.39B | 572 | 33 | 2 |
| March 2025 | $3.88B | 548 | 31 | 2 |
| March 2024 | $3.44B | 537 | 32 | 2 |
| March 2023 | $3.04B | 493 | 32 | 2 |
| March 2022 | $3.6B | 433 | 31 | 2 |
| March 2021 | $3.08B | 426 | 27 | 2 |
Besides its headquarters, Sand Hill Global Advisors has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 245 Lytton Avenue, Suite 300, Palo AltoHQ
- Four Embarcadero Center, San Francisco
Contact and registration details
- Legal name
- Sand Hill Global Advisors, LLC
- Headquarters
- 245 Lytton Avenue, Suite 300, Palo Alto, CA 94301
- Website
- sandhillglobaladvisors.com
- Phone
- 650-854-9150
- @sand-hill-global-advisors
- SEC file
- 801-58002
- Structure
- Delaware LLC
- Fiscal year end
- December
Sand Hill Global Advisors uses Fidelity ($2.6B, 60%) and Charles Schwab ($1.71B, 40%) as custodians for its separately managed accounts. Sand Hill Global Advisors has custody of $1.82B in client assets for 285 clients.
- FidelityNational Financial Services LLC · Boston, MA · $2.6B60%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.71B40%
At year end, Sand Hill Global Advisors’ separately managed accounts were mostly in stocks (67%) and funds (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $3.32B across 214 positions; the largest are Vanguard Index Fds (10.6%), iShares TR (9.4%) and State Str SPDR S&P 500 ETF T (7.3%).
What the accounts hold
- Stocks67%
- Funds29%
- Registered funds28%
- Pooled vehicles1%
- Bonds1%
- Cash3%
Reported 13F holdings
- $3.32B
- Reported 13F value
- 214
- Positions
- 56.8%
- In the 10 largest
- +11.8%
- Value vs. prior quarter
- Vanguard Index Fds · S&P 500 ETF Shs10.6%
- iShares TR · MSCI Eafe ETF9.4%
- State Str SPDR S&P 500 ETF T · TR Unit7.3%
- Vanguard Index Fds · Real Estate ETF5.1%
- SPDR Series Trust · ST Str P500etf4.8%
- iShares TR · Russell 2000 ETF4.4%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF4.3%
- iShares TR · Core S&P Mcp ETF4.2%
- Pimco ETF TR · Active BD ETF3.5%
- Vanguard Index Fds · Sml CP Grw ETF3.3%
Together, the ten largest are 56.8% of reported value.
How many clients does Sand Hill Global Advisors have?
Sand Hill Global Advisors has 572 clients and manages $4.39 billion for them, as of March 2026. They include 504 high-net-worth individuals, 42 individual clients and 26 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Sand Hill Global Advisors offer?
Sand Hill Global Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sand Hill Global Advisors charge?
Sand Hill Global Advisors charges up to 1.00% for its Wealth Management Fees. The brochure does not state whether the rate is annual.
Which custodians does Sand Hill Global Advisors use?
Sand Hill Global Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $2.6B and Charles Schwab & Co., Inc. (San Francisco, CA), with $1.71B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Sand Hill Global Advisors have?
Sand Hill Global Advisors has 16 investment adviser representatives registered with state securities authorities, out of 33 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sand Hill Global Advisors invest in?
At the end of its last fiscal year, Sand Hill Global Advisors’ separately managed accounts held 67% exchange-traded equities, 28% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 1% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sand Hill Global Advisors?
Sand Hill Global Advisors’ direct owners are Jeffrey Abadie, Brian Dombkowski, Anthony Craun, Sara Craven, Stephen Peterson, Brenda Vingiello, Kimberleigh Williams, Mark Strahs and Kristin Sun, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Sand Hill Global Advisors get paid?
Sand Hill Global Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Sand Hill Global Advisors registered with the SEC?
Yes, Sand Hill Global Advisors has been registered with the SEC as an investment adviser since 31 August 2000. Its CRD number is 111295 and its SEC file number is 801-58002.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Sand Hill Global Advisors?
Sand Hill Global Advisors’ main office is at 245 Lytton Avenue, Suite 300, Palo Alto, CA 94301. Its phone number is 650-854-9150. Its website is sandhillglobaladvisors.com.