Sand Creek Capital, LLC logo

Sand Creek Capital, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)

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Fee options

Fixed

Educational seminars/workshops may have a fixed fee negotiated in advance; financial planning services not charged separately.

Percentage

Negotiable, up to 2%

Commissions

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 office

234 E 1st N

Rexburg ID 83440

Advisors at this office

9

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

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Holly M

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Holly Miller is a financial advisor at Sand Creek Capital, LLC in Rexburg, ID, holding a Series 65 designation. She has been with Sand Creek Capital and its predecessor Cordingley & Parkinson Wealth Management since 2019. Prior to her financial services career, she worked in the healthcare industry with Seasons Medical/Madison Health from 2012 to 2019. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm uses fundamental analysis and a long-term trading approach across a range of investment vehicles and provides both discretionary and non-discretionary management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Robert P

CFP®, Series 63, Series 65

Rexburg, ID

Sand Creek Capital, LLC

Robert Parkinson is a CFP® with 39 years of industry experience. He is currently with Sand Creek Capital, LLC and has worked at LPL Financial, LLC since 1992. Outside of his advisory role, he is a managing partner in Educational Management Systems, LLC, a software business. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment vehicles and offers educational seminars and workshops, notably serving state and municipal government clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Keaton P

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Keaton Parkinson is a financial advisor at Sand Creek Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young. Sand Creek Capital serves individuals, including high-net-worth clients, as well as pension plans, corporations, and government entities. The firm combines fundamental analysis with a long-term trading approach and offers a range of investment vehicles along with financial planning and educational seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Luke S

Series 66

Rexburg, ID

Sand Creek Capital, LLC

Luke Sutton is a financial advisor with Sand Creek Capital, LLC and holds a Series 66 designation. He has eight years of industry experience, including roles at Avantax Advisory Services and KPMG LLP. Sutton has worked at Sand Creek Capital and its predecessor entities since 2020. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, and pension consulting. The firm emphasizes a long-term investment approach using a variety of vehicles and also provides educational seminars and financial wellness presentations to employers and organizations.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Warren C

Series 63, Series 65

Rexburg, ID

Sand Creek Capital, LLC

Warren Cordingley is a financial advisor at Sand Creek Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 1992. Since 2023, he has also provided investment advisory services through Sand Creek Capital, an independent investment advisory firm. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm employs a long-term, fundamental investment approach and provides both discretionary and non-discretionary management using a broad range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Curtis S

Series 66

Rexburg, ID

Sand Creek Capital, LLC

Curtis Simmons is a financial advisor at Sand Creek Capital, LLC in Rexburg, ID, with nine years of industry experience. He holds a Series 66 designation and has worked at Sand Creek Capital since 2026, previously spending six years at Dynamic Wealth Advisors and three years at Avantax Investment Services. In addition to his advisory role, Curtis is a staff CPA at Sutton & Simmons PLLC, where he prepares tax returns, financial statements, and provides business and individual consulting services. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, and pension consulting. The firm employs a long-term trading approach with a broad range of investment vehicles and is notable for serving municipal clients and providing employer-focused educational seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Colten C

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Colten Cordingley is a financial advisor with Sand Creek Capital, LLC in Rexburg, ID, holding a Series 65 license and one year of industry experience. He is also a partner and operations manager at Powell Family Group, a family office focused on building and operating businesses, where he manages day-to-day operations including bookkeeping, marketing strategies, and due diligence for new investments. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and state or municipal government entities, providing portfolio management, financial planning, pension consulting, and educational seminars. The firm employs a long-term, fundamental analysis approach with a wide range of investment vehicles and offers both discretionary and non-discretionary management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Mark M

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Mark Minarik is a financial advisor at Sand Creek Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Sand Creek Capital and its predecessor firms since 2018, including Yellowstone Partners from 2014 to 2018. Outside of advising, he is also an insurance agent with Intermountain Insurance Services in Rexburg, Idaho. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, and pension consulting. The firm employs a long-term trading approach with a diverse set of investment vehicles and provides employer-focused educational seminars and workshops.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Brett C

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Brett Cordingley is a financial advisor with Sand Creek Capital, LLC in Rexburg, ID. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sand Creek Capital, he spent eight years at Cordingley and Parkinson Wealth Management and worked 15 years at Teton Lakes Golf Course. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, providing portfolio management, financial planning, pension consulting, and educational seminars. The firm employs fundamental analysis and a long-term trading approach, using a variety of investment vehicles and offering services tailored to both individual and institutional clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
user avatar

Julie K

Series 65

Bozeman, MT

Sand Creek Capital, LLC

Julie Kostelecky is a financial advisor with Sand Creek Capital, LLC in Bozeman, MT. She holds a Series 65 designation and has been with Sand Creek Capital since 2026. Prior to this, she has worked with Rudd Management Corp since 2010. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm follows a long-term trading approach with fundamental analysis and provides both discretionary and non-discretionary management across a broad range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)
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