{
  "crd_number": 326719,
  "slug": "sand-creek-capital-llc-rexburg-id-326719",
  "primary_business_name": "SAND CREEK CAPITAL, LLC",
  "legal_name": "SAND CREEK CAPITAL, LLC",
  "dbas": [
    "CENTENNIAL WEALTH MANAGEMENT",
    "CORDINGLEY & PARKINSON WEALTH MANAGEMENT"
  ],
  "city": "Rexburg",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "39940",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-06-09",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-07-30",
  "carried_forward": false,
  "raum_total": 471166740.0,
  "raum_discretionary": 432077842.0,
  "raum_non_discretionary": 39088898.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 73389.0,
      "count": 1
    },
    "individuals": {
      "raum": 84478760.0,
      "count": 627
    },
    "state_municipal": {
      "raum": 38682934.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 42125126.0,
      "count": 26
    },
    "high_net_worth_individuals": {
      "raum": 293309096.0,
      "count": 312
    },
    "corporations_other_businesses": {
      "raum": 12497435.0,
      "count": 21
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "GA",
    "ID",
    "LA",
    "MT",
    "NH",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://centennialwealthmanagement.com",
    "https://sandcreekcap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326719",
  "city_as_filed": "REXBURG",
  "url": "https://advisorcensus.com/firm/sand-creek-capital-llc-rexburg-id-326719",
  "display_name": "Sand Creek Capital, LLC",
  "summary": "Sand Creek Capital, LLC is an SEC-registered investment advisory firm in Rexburg, ID, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.",
  "citation": "AdvisorCensus. Sand Creek Capital, LLC (CRD 326719): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Sand Creek Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sand Creek Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Sand Creek Capital, LLC located?",
      "a": "Sand Creek Capital, LLC's principal office is in Rexburg, ID, according to its Form ADV; the August 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sand Creek Capital, LLC registered with the SEC or a state?",
      "a": "Sand Creek Capital, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326719."
    },
    {
      "q": "How much does Sand Creek Capital, LLC manage?",
      "a": "Sand Creek Capital, LLC reports $471,166,740 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (92% discretionary)."
    },
    {
      "q": "How have Sand Creek Capital, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Sand Creek Capital, LLC: Regulatory assets under management: $115,787,878 in the October 2023 data and $471,166,740 in the October 2026 data, up 307%. Total employees: 3 in October 2023 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sand Creek Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (627); high net worth individuals (312); pension and profit sharing plans (but not the plan participants or government pension plans) (26)."
    },
    {
      "q": "Which custodians does Sand Creek Capital, LLC use?",
      "a": "Sand Creek Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sand Creek Capital, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326719"
    },
    {
      "q": "What changed in Sand Creek Capital, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 8 to 10."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 115787878.0,
      "total_employees": 3,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 129919379.0,
      "total_employees": 5,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 193032805.0,
      "total_employees": 4,
      "filing_date": "2025-07-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 471166740.0,
      "total_employees": 10,
      "filing_date": "2026-07-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 10."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Added an office in Bozeman, MT."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added the business name Centennial Wealth Management.",
        "Employees performing advisory functions went from 5 to 8.",
        "Regulatory assets under management went from $229,816,227 to $471,166,740 (+105%).",
        "Added an office in Albany, GA.",
        "Added an office in Helena, MT.",
        "Added an office in Idaho Falls, ID.",
        "Added an office in Rexburg, ID.",
        "Registered or notice-filed in CA, GA, LA, MT, NH, WA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $193,032,805 to $229,816,227 (+19%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 2 to 5."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/sand-creek-capital-llc-rexburg-id-326719.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 627,
      "fewer_than_5": false,
      "raum": 84478760.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 312,
      "fewer_than_5": false,
      "raum": 293309096.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 42125126.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": false,
      "raum": 73389.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 38682934.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 21,
      "fewer_than_5": false,
      "raum": 12497435.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326719",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}