Brian Eugene Dombkowski
Financial advisor at Sand Hill Global Advisors, LLC · Palo Alto, CA
Last updated 2026-10-10
Claim your profileBrian Eugene Dombkowski is a financial advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA, CRD 5115758. IAPD registration began 2006-07-28.
Registration
- CRD number
- 5115758
- Registration status
- Active
- IAPD registration
- 2006-07-28
- Industry Experience
- 20 years
- Work Experience
- 12 years
- States registered
- CA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2014-01 to Present · Sand Hill Global Advisors, LLC · Palo Alto, CA
Current employment
- Sand Hill Global Advisors, LLC · Palo Alto, CA
Sand Hill Global Advisors, LLC
- Regulatory AUM
- $4,390,631,813
- Registered advisors
- 20
- Offices
- 5
- Clients per advisor
- 28.6 (Low)
- Average AUM per client
- $7.7M (Moderate)
- High-net-worth client ratio
- 88.1% (Very high)
Sand Hill Global Advisors, LLC: advisors, services and reported ETF investments
About
Brian Eugene Dombkowski is a Chartered Financial Analyst financial advisor at Sand Hill Global Advisors, LLC in Palo Alto, CA. The latest record indicates 20 years of industry experience and 12 years of reported work history.
Sand Hill Global Advisors, LLC's firm-level Form ADV reports 20 advisors across 5 offices; approximately 28.6 clients per advisor, average assets per client of $7,675,930, and regulatory AUM of $4.4B; client categories including Individuals (non-HNW), High net worth individuals, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $2.7B across 88 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Brian Eugene Dombkowski personally.
Reported ETF positions
Sand Hill Global Advisors reports 88 ETF positions worth $2.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $353.7M |
| EFA — iShares MSCI EAFE ETF | $311.2M |
| SPY — SPDR S&P 500 ETF TRUST | $241.6M |
| VNQ — Vanguard Real Estate ETF | $169.2M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $159.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Sand Hill Global Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $51.7M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $353.7M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $512.2K | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $7.2M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Sand Hill Global Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
Location
245 Lytton Avenue Suite 300, Palo Alto, CA 94301
17 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 650-854-9150
- Website: sandhillglobaladvisors.com
- Youtube
Official record
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