Caroline Curts
Sand Hill Global Advisors · Palo Alto, California
Caroline Curts is a fee-only financial advisor at Sand Hill Global Advisors in Palo Alto, California, who holds the CFP credential. Caroline 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 | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5567150 |
| Exams passed | Series 66 (2009) |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | www.sandhillglobaladvisors.com |
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Questions about Caroline
Is Caroline Curts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caroline 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 Caroline charge for financial advice?
Caroline's firm, Sand Hill Global Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Caroline Curts based?
Caroline Curts is based in Palo Alto, California.
What does Caroline specialize in?
Caroline's specialties include equity compensation, founders (pre-exit), family wealth transfer and divorce financial planning. Caroline works with founders, executives and multi-generational families.
What credentials does Caroline Curts hold?
Caroline Curts holds the CFP credential.
Is Caroline Curts registered with the SEC?
Yes. Caroline Curts is registered as an investment adviser representative in CA (CRD 5567150), 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 Caroline Curts?
Through Caroline'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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