Brian Dombkowski
Sand Hill Global Advisors · Palo Alto, California
Brian Dombkowski is a fee-only financial advisor at Sand Hill Global Advisors in Palo Alto, California, who holds the CFA credential. Brian focuses on equity compensation, founders (pre-exit) and family wealth transfer. Sand Hill Global Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Sand Hill Global Advisors |
|---|---|
| Based in | Palo Alto, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.39B across 2,153 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5115758 |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | www.sandhillglobaladvisors.com |
| Profile |
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Questions about Brian
Is Brian Dombkowski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Sand Hill Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Sand Hill Global Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian Dombkowski based?
Brian Dombkowski is based in Palo Alto, California.
What does Brian specialize in?
Brian's specialties include equity compensation, founders (pre-exit), family wealth transfer and divorce financial planning. Brian works with founders, executives and multi-generational families.
What credentials does Brian Dombkowski hold?
Brian Dombkowski holds the CFA credential.
Is Brian Dombkowski registered with the SEC?
Yes. Brian Dombkowski is registered as an investment adviser representative in CA (CRD 5115758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sand Hill Global Advisors manage?
Sand Hill Global Advisors reports $4.39B across 2,153 accounts in assets under management.
How do I contact Brian Dombkowski?
Through Brian's website, www.sandhillglobaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sand Hill Global Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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