Sand Hill Global Advisors, Llc
- Regulatory AUM
- $4.4B
- Discretionary
- $4.3B
- Clients
- 572
- Avg AUM / client
- $7.7M
- Accounts
- 2,153
- Employees
- 33
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 204 positions, $2,972,107,243)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $314,294,174 | 525,971 | 10.6% | 7.16% |
| 2 | Ishares Tr | MSCI EAFE ETF | $293,374,400 | 3,020,430 | 9.87% | 6.68% |
| 3 | State Str Spdr S&P 500 Etf T | TR UNIT | $216,059,645 | 332,226 | 7.27% | 4.92% |
| 4 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $174,479,966 | 3,228,121 | 5.87% | 3.97% |
| 5 | Ishares Tr | CORE S&P MCP ETF | $158,641,062 | 2,349,194 | 5.34% | 3.61% |
| 6 | Vanguard Index Fds | REAL ESTATE ETF | $154,462,901 | 1,741,408 | 5.2% | 3.52% |
| 7 | Spdr Series Trust | STATE STREET SPD | $141,085,523 | 1,843,291 | 4.75% | 3.21% |
| 8 | Ishares Tr | RUSSELL 2000 ETF | $139,838,684 | 563,866 | 4.71% | 3.18% |
| 9 | Pimco Etf Tr | ACTIVE BD ETF | $98,286,227 | 1,065,087 | 3.31% | 2.24% |
| 10 | Vanguard Index Fds | SML CP GRW ETF | $94,992,794 | 314,286 | 3.2% | 2.16% |
| 11 | Ishares Tr | MSCI ACWI EX US | $88,375,667 | 1,290,721 | 2.97% | 2.01% |
| 12 | Vanguard Scottsdale Fds | INTER TERM TREAS | $75,698,908 | 1,271,182 | 2.55% | 1.72% |
| 13 | Invesco Qqq Tr | UNIT SER 1 | $71,809,335 | 124,414 | 2.42% | 1.64% |
| 14 | Ishares Tr | CORE US AGGBD ET | $65,598,721 | 660,811 | 2.21% | 1.49% |
| 15 | Ishares Tr | CORE S&P500 ETF | $47,583,324 | 72,845 | 1.6% | 1.08% |
| 16 | Apple Inc | COM | $41,653,836 | 164,127 | 1.4% | 0.95% |
| 17 | Nvidia Corporation | COM | $36,384,763 | 208,628 | 1.22% | 0.83% |
| 18 | Alphabet Inc | CAP STK CL A | $29,123,630 | 101,278 | 0.98% | 0.66% |
| 19 | Microsoft Corp | COM | $28,183,042 | 76,135 | 0.95% | 0.64% |
| 20 | Amazon Com Inc | COM | $26,553,646 | 127,496 | 0.89% | 0.6% |
| 21 | Ishares Tr | ESG AWR MSCI USA | $22,246,639 | 157,309 | 0.75% | 0.51% |
| 22 | Ishares Tr | ESG AWARE MSCI | $22,212,346 | 472,402 | 0.75% | 0.51% |
| 23 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $20,627,153 | 321,897 | 0.69% | 0.47% |
| 24 | Meta Platforms Inc | CL A | $19,418,855 | 33,941 | 0.65% | 0.44% |
| 25 | Jpmorgan Chase & Co | COM | $19,318,340 | 65,673 | 0.65% | 0.44% |
Top 25 of 204 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $21.8M | 0.5% |
| High net worth individuals | 504 | $3.6B | 82.8% |
| Charitable organizations | 26 | $734M | 16.7% |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Anthony Donald Craun | Chief Operating Officer | CFA | Jun 2009 (17y) | 5% – 10% |
| Jeffrey Louis Abadie | Senior Wealth Manager | CFP | Jun 2009 (17y) | 5% – 10% |
| Kimberleigh Anne Williams | Senior Wealth Manager | CFP | Jun 2009 (17y) | 5% – 10% |
| Sara Kathleen Craven | Chief Wealth Manager | Jun 2009 (17y) | 5% – 10% | |
| Stephen Ford Peterson | Senior Wealth Manager | CFP | Jun 2009 (17y) | 5% – 10% |
| Brian Eugene Dombkowski | Chief Executive Officer | CFA | Feb 2010 (17y) | 10% – 25% |
| Kristin Michelle Sun | Senior Wealth Manager | Nov 2011 (15y) | Less than 5% | |
| Brenda Ann Vingiello | Chief Investment Officer | CFA | Jun 2012 (14y) | 5% – 10% |
| Caroline Alma Curts | Chief Compliance Officer | CFP | Nov 2012 (14y) | Less than 5% |
| Elizabeth Ruffalo Cody | Senior Wealth Manager | CFP | Mar 2017 (9y) | Less than 5% |
| Mark Francis Strahs | Senior Portfolio Manager | Jun 2017 (9y) | 5% – 10% | |
| Janet Lynn Hoffmann | Senior Wealth Manager | CFP CFA | Nov 2019 (7y) | 5% – 10% |
| Megan Shea Breslin | Senior Wealth Manager | Apr 2021 (5y) | Less than 5% | |
| Meghan Degroot Daters | Senior Portfolio Manager | Jun 2021 (5y) | Less than 5% | |
| Barry Taylor | Registered representative | CFP | Nov 2019 (7y) | |
| Drew Enright Kunde | Registered representative | Mar 2022 (4y) | ||
| Alfred Kam Fai Cheung | Registered representative | Jul 2022 (4y) | ||
| Kimberly Nguyen Pham | Registered representative | May 2023 (3y) | ||
| Miriam Santiago | Registered representative | CFP | May 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $2.6B (59% of AUM) Mar 2026
- Charles Schwab & Co. $1.7B (39% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗