Sand Creek Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$377,787,856
Clients
939
Advisors
10
across 2 offices
About
Sand Creek Capital serves individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, and state or municipal government entities. The firm provides ongoing portfolio management, financial planning, pension consulting and sub‑advisor arrangements, and also delivers group educational seminars and financial wellness presentations to employers and other organizations.
Sand Creek documents client objectives in an Investment Policy Statement and typically employs fundamental analysis alongside a long‑term trading approach, offering both discretionary and non‑discretionary management. The firm uses a broad set of investment vehicles — including mutual funds, ETFs, fixed income, real estate funds, annuities and private placements — may engage subadvisors, and can access IPO allocations for eligible clients while adhering to fiduciary standards for retirement accounts.
Noteworthy aspects relative to peers include serving state and municipal government entities, a client type that is uncommon for team firms, and providing employer-focused educational seminars and workshops. Founded in 2023, Sand Creek recently added subadvisor services and reports no account minimums, reflecting a platform that blends plan-level consulting with individual wealth management.
Client services
Expertise
Fee options
Educational seminars/workshops may have a fixed fee negotiated in advance; financial planning services not charged separately.
Negotiable, up to 2%
Certain investment adviser representatives accept commissions for the sale of securities as registered representatives of LPL Financial; commissions not primary source of compensation and advisory fees are separate.
Main office
See office234 E 1st N
Rexburg ID 83440
Advisors at this office
9
Offices (2)
Most active in
California · Georgia · Idaho · Louisiana · Montana · New Hampshire · Texas · Utah · Washington
Also doing business as
Centennial Wealth Management · Cordingley & Parkinson Wealth Management · Sand Creek Capital · Sand Creek Capital, LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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