# Sand Creek Capital, LLC

> 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.

- CRD: 326719
- Filed as: SAND CREEK CAPITAL, LLC
- Also doing business as: CENTENNIAL WEALTH MANAGEMENT, CORDINGLEY & PARKINSON WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rexburg, ID
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326719
- AdvisorCensus page: https://advisorcensus.com/firm/sand-creek-capital-llc-rexburg-id-326719

## Quick answers

**How is Sand Creek Capital, LLC compensated?**
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).

**Where is Sand Creek Capital, LLC located?**
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).

**Is Sand Creek Capital, LLC registered with the SEC or a state?**
Sand Creek Capital, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326719.

**How much does Sand Creek Capital, LLC manage?**
Sand Creek Capital, LLC reports $471,166,740 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (92% discretionary).

**How have Sand Creek Capital, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Sand Creek Capital, LLC serve?**
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).

**Which custodians does Sand Creek Capital, LLC use?**
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.

**Does Sand Creek Capital, LLC report any disciplinary disclosures?**
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

**What changed in Sand Creek Capital, LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 8 to 10.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $471,166,740
- Discretionary: $432,077,842
- Non-discretionary: $39,088,898

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 627 | $84,478,760 |
| High net worth individuals | 312 | $293,309,096 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $42,125,126 |
| Charitable organizations | 1 | $73,389 |
| State or municipal government entities (including government pension plans) | 1 | $38,682,934 |
| Corporations or other businesses not listed above | 21 | $12,497,435 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 10 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, ID, LA, MT, NH, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Albany, GA
- Bozeman, MT
- Helena, MT
- Idaho Falls, ID
- Rexburg, ID

### Websites listed on Form ADV (Item 1.I)
- centennialwealthmanagement.com
- sandcreekcap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $115,787,878 | 3 | September 22, 2023 |
| October 2024 | $129,919,379 | 5 | March 26, 2024 |
| October 2025 | $193,032,805 | 4 | July 10, 2025 |
| October 2026 | $471,166,740 | 10 | July 30, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 8 to 10.

### July 2026
- Added an office in Bozeman, MT.

### May 2026
- 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).

### March 2026
- Regulatory assets under management went from $193,032,805 to $229,816,227 (+19%).

### December 2025
- Employees performing advisory functions went from 2 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sand Creek Capital, LLC (CRD 326719): Form ADV filing data as of October 2026.