Sand Creek Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 1,000 clients last fiscal year.
Sand Creek Capital reports 988 clients. They include 627 individual clients, 312 high-net-worth individuals, and 26 pension and profit-sharing plans. Of its assets, 91.7% ($432M across 2,232 accounts) are managed with discretion; $39.1M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 18% |
| High-net-worth individuals | 32% | 62% |
| Pension and profit-sharing plans | 3% | 9% |
| Charitable organizations | <1% | <1% |
| State or municipal government entities | <1% | 8% |
| Other client typesCorporations and other businesses | 2% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 627 | $84.5M | 17.9% | $135K |
| High-net-worth individuals | 312 | $293M | 62.3% | $940K |
| Pension and profit-sharing plans | 26 | $42.1M | 8.9% | $1.62M |
| Charitable organizations | 1 | $73.4K | 0.0% | $73.4K |
| State or municipal government entities | 1 | $38.7M | 8.2% | $38.7M |
| Corporations and other businesses | 21 | $12.5M | 2.7% | $595K |
| Total | 988 | $471M | 100% | $477K |
- Clients
- 627
- Regulatory AUM
- $84.5M
- AUM share
- 17.9%
- Avg. per client
- $135K
- Clients
- 312
- Regulatory AUM
- $293M
- AUM share
- 62.3%
- Avg. per client
- $940K
- Clients
- 26
- Regulatory AUM
- $42.1M
- AUM share
- 8.9%
- Avg. per client
- $1.62M
- Clients
- 1
- Regulatory AUM
- $73.4K
- AUM share
- 0.0%
- Avg. per client
- $73.4K
- Clients
- 1
- Regulatory AUM
- $38.7M
- AUM share
- 8.2%
- Avg. per client
- $38.7M
- Clients
- 21
- Regulatory AUM
- $12.5M
- AUM share
- 2.7%
- Avg. per client
- $595K
Total
- Clients
- 988
- Regulatory AUM
- $471M
- AUM share
- 100%
- Avg. per client
- $477K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Sand Creek Capital is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension Consulting Services
- Asset-based pension consulting fees are up to 1.50% of the plan assets consulted on, payable monthly or quarterly in advance or in arrears, and generally negotiable.
Robert Parkinson owns 25% to 50% of Sand Creek Capital. The leadership team of Sand Creek Capital includes Chief Compliance Officer Holly Miller. It has 10 employees.
Staff
- 10 employees
- 10 in advisory functions
- 10 state-registered reps
- 2 broker-dealer reps
- 3 insurance agents
- 1 soliciting firm
- Owns 25% to 50% of Sand Creek Capital, LLC
Robert Parkinson
Control person · since February 2023
- Owns 25% to 50% of Sand Creek Capital, LLC
Mark Minarik
Control person · since April 2026
- Owns 25% to 50% of Sand Creek Capital, LLC
Luke Sutton
Control person · since April 2026
- Owns 10% to 25% of Sand Creek Capital, LLC
Brett Cordingley
Control person · since April 2026
Sand Creek Capital’s regulatory assets grew Infinity× from $0 (May 2023) to $471M (July 2026); employees rose from 3 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $471M | 988 | 10 | 7 |
| Jul 2025July 2025 | $193M | 315 | 4 | 1 |
| Mar 2024March 2024 | $130M | 251 | 5 | 1 |
| May 2023May 2023 | $0 | 0 | 3 | 1 |
Besides its headquarters, Sand Creek Capital has 6 offices, with 7 listed addresses across 3 states.
Idaho · 4 listed addresses
- 234 E 1st N, RexburgHQ
- 3340 Merlin DR., Idaho Falls
- 39 Professional Plaza, Rexburg
- 47 Professional Plaza, Rexburg
Montana · 2 listed addresses
- 7 W 6th Ave, Helena
- 3805 Valley Commons Drive, Suite 7, Bozeman
Georgia · 1 listed address
- 2410 Westgate DR, Albany
Other business names
Sand Creek Capital has reported 2 other business names to the SEC.
- Centennial Wealth Management
- Cordingley & Parkinson Wealth Management
Contact and registration details
- Legal name
- Sand Creek Capital, LLC
- Headquarters
- 234 E 1st N, Rexburg, ID 83440
- Phone
- 208-356-9022
- SEC file
- 801-128135
- Structure
- Idaho LLC
- Fiscal year end
- December
Sand Creek Capital’s named custodians for separately managed accounts are LPL Financial ($190M, 47%), Fidelity ($109M, 27%) and Charles Schwab ($106M, 26%). Sand Creek Capital does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $190M47%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $106M26%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $109M27%
At year end, Sand Creek Capital’s separately managed accounts were mostly in funds (95%).
What the accounts hold
- Stocks3%
- Funds95%
- Cash2%
How many clients does Sand Creek Capital have?
Sand Creek Capital has 988 clients and manages $471 million for them, as of July 2026. They include 627 individual clients, 312 high-net-worth individuals, and 26 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 July 2026
What services does Sand Creek Capital offer?
Sand Creek Capital provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Sand Creek Capital use?
Sand Creek Capital’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $190M, Fidelity Brokerage Services LLC (Smithfield, RI), with $109M and Charles Schwab & Co., Inc. (Westlake, TX), with $106M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026
How many financial advisors does Sand Creek Capital have?
Sand Creek Capital has 10 investment adviser representatives registered with state securities authorities, out of 10 employees, and 10 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sand Creek Capital invest in?
At the end of its last fiscal year, Sand Creek Capital’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sand Creek Capital?
Sand Creek Capital’s direct owners are Robert Parkinson, Mark Minarik, Luke Sutton and Brett Cordingley, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 July 2026
How does Sand Creek Capital get paid?
Sand Creek Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sand Creek Capital?
Sand Creek Capital’s main office is at 234 E 1st N, Rexburg, ID 83440. Its phone number is 208-356-9022. Its website is centennialwealthmanagement.com.
