SAND CREEK CAPITAL, LLC

RIASEC RegisteredEst. 2023

Total AUM

$471M

Discretionary

$432M

92% of AUM

Avg account

$211K

Accounts

2,236

Employees

Advisory reps

Firm details

Headquarters: REXBURG, Idaho
CRD number: 326719
Registered since: June 9, 2023
Website: www.sandcreekcap.com
Custodians: LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI62.25%
Individuals17.93%
Pension & Profit Sharing Plans8.94%
State / Municipal Government8.21%
Corporations / Businesses2.65%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sand Creek Capital, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2023. The firm is individually owned and serves both high-net-worth individuals and families as well as institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, pension consulting services, and investor education through seminars and workshops. Sand Creek charges a mix of percentage-of-AUM and fixed fees. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.