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Sand Hill Global Advisors, LLC

Sand Hill Global Advisors, LLC. CRD 111295

Sand Hill Global Advisors, LLC logo

CRD: 111295

Sand Hill Global Advisors, LLC

$4.4B Total AUM
$4.3B Disc. AUM
13.1% 3Y CAGR
33 Employees
572 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Available
Established Date
08-31-2000
Office Locations
4

Office Locations

245 Lytton Avenue Suite 300 Palo Alto CA
44 Montgomery Street, Suite 3030 SAN Francisco CA
Four Embarcadero Center Suite 3150 SAN Francisco CA

About Sand Hill Global Advisors, LLC

Sand Hill Global Advisors is a Palo Alto–based RIA providing financial planning and independent investment management for Silicon Valley entrepreneurs, executives, and multi-generational families, plus endowments and foundations. Known for navigating concentrated stock, liquidity events, and complex executive compensation, the team builds active, risk-aware asset allocation portfolios and legacy planning with an emphasis on family governance.

Team overview

47 AVG AGE
$274.4M AVG AUM / ADVISOR
$7.7M AVG AUM / CLIENT
9.2 yrs AVG TENURE
33 Employees
16 Advisory Reps
16 RIA Reps
25yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

BRIAN EUGENE DOMBKOWSKI

BRIAN EUGENE DOMBKOWSKI

Advisor, Chief Executive Officer

CRD
#5115758
Ownership
10% but less than 25%
Available
Available
Available
JEFFREY LOUIS ABADIE

JEFFREY LOUIS ABADIE

Senior Wealth Manager, Wealth Manager

CRD
#3228403
Ownership
5% but less than 10%
Available
Available
Available

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Contacts

Alfred Kam Fai Cheung

Alfred Kam Fai Cheung

Associate

CRD
#7074809
Available
Available
Available
Drew Enright Kunde

Drew Enright Kunde

Analyst

CRD
#7141897
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-30-2023
03-27-2024
03-27-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $4,333,865,069 $2,065,713
Non-Discretionary $56,766,744 $1,032,123
Total $4,390,631,813 $2,039,309

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Municipal Bonds:
Available
Private Funds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash 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
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Available Available Available Available Available Available
Available Available Available Available Available Available

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