Sara Kathleen Craven
CFP®Professional Summary
Sara Kathleen Craven, CFP®, who also goes by Sara Kathleen Childs, is a registered financial advisor currently at SAND HILL GLOBAL ADVISORS, LLC. Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Sara has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sara Kathleen Childs
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
SAND HILL ADVISORS, INC. | SAND HILL GLOBAL ADVISORS, LLC | SAND HILL ADVISORS, LLC. | SAND HILL ADVISORS, LLC
Contact Information
Main Address
245 Lytton Avenue Suite 300, Palo Alto, CA 94301Phone Number
(650) 854-9150# of Employees
33SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,153AUM (Assets Under Management)
$4,390,631,813Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/18/2025 | Cover Page | Report |
| 02/19/2025 | Cover Page | Report |
| 11/28/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
SAND HILL ADVISORS, INC. | SAND HILL GLOBAL ADVISORS, LLC | SAND HILL ADVISORS, LLC. | SAND HILL ADVISORS, LLC
State Registrations and Notice Filings
(6/10/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1999About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Sara Kathleen Craven's CRS (Customer Relationship Summary).
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