Sand Creek Capital, LLC logo

Sand Creek Capital, LLC

Updated today

Client assets under management

$377,787,856

Clients

939

33% high-net-worth

Advisors

5

of 8 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Average account size

$402,330

About

Sand Creek Capital, LLC provides portfolio management, financial planning, pension consulting and sub-advisor services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations, and state and municipal government entities. The firm also leads educational seminars, attends plan enrollment meetings for new employees, and offers benefit‑fair/open‑house education for participants, with no separate charge for these planning or seminar services.

The firm documents client Investment Policy Statements, offers both discretionary and non‑discretionary management, and relies on fundamental analysis and a long‑term trading approach across mutual funds, ETFs, fixed income, real estate funds, annuities and private placements. Sand Creek may engage third‑party subadvisors, provides written fiduciary acknowledgements for retirement accounts, and follows Department of Labor guidance (PTE 2020‑02) when making rollover recommendations.

Compared with peers, Sand Creek’s regular work with state and municipal government clients and its routine on‑site education and enrollment support for retirement plans are relatively uncommon for a team‑style advisor. The firm, formed in 2023 and operating a multi‑advisor practice with multiple custodial relationships and added subadvisory capability, pairs its pension consulting focus with these hands‑on participant education services.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments

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Fee options

Percentage

$0+: up to 2% N/A+: Negotiable based on individual agreement

Commissions

Some representatives are also registered representatives of LPL Financial and earn commissions for sale of securities outside advisory accounts, but commissions are not SCC's primary source of compensation and advisory fees are not reduced to offset commissions.

Main office location

Sand Creek Capital, LLC

234 E 1 St N

Rexburg ID 83440, United States

Number of offices

6

Most active in

California · Georgia · Idaho · Louisiana · Montana · New Hampshire · Texas · Utah · Washington

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

Robert P

CFP®, Series 63, Series 65

Rexburg, ID

Sand Creek Capital, LLC

Robert Parkinson is a Certified Financial Planner® with 38 years of experience in the financial services industry. He is a founding member of Cordingley & Parkinson Wealth Management and has been affiliated with LPL Financial since 1992. Outside of his advisory work, he is a managing partner in Educational Management Systems, LLC, a software business. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational workshops, with an investment approach that incorporates fundamental analysis and long-term strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments
user avatar

Keaton P

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Keaton Parkinson is a financial advisor at Cordingley & Parkinson Wealth Management in Rexburg, ID, holding a Series 65 designation. He has prior experience at Ernst & Young and Sand Creek Capital, LLC. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management and financial planning with a focus on fundamental analysis and long-term strategies, distinguishing itself through work with pension plans and government clients and offering educational seminars without separate fees.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments
user avatar

Warren C

Series 63, Series 65

Rexburg, ID

Sand Creek Capital, LLC

Warren Cordingley is a financial advisor with Cordingley & Parkinson Wealth Management in Rexburg, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with LPL Financial since 1992 and currently provides investment advisory services through Sand Creek Capital, LLC. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm offers portfolio management, pension consulting, financial planning, and educational seminars, with an investment approach based on fundamental analysis and long-term strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments
user avatar

Colten C

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Colten Cordingley is a financial advisor at Cordingley & Parkinson Wealth Management in Rexburg, ID, holding a Series 65 designation with one year of industry experience. He previously worked with Tributary and manages day-to-day operations as a partner in the Powell Family Group, a family office focused on building and operating businesses. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational seminars, with an investment approach based on fundamental analysis and long-term trading.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments
user avatar

Brett C

Series 65

Rexburg, ID

Sand Creek Capital, LLC

Brett Cordingley is a Series 65-licensed advisor at Cordingley & Parkinson Wealth Management with eight years of experience at the firm and one year at Sand Creek Capital, LLC. Prior to his financial career, he worked for 15 years at Teton Lakes Golf Course. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational seminars, with a focus on pension plans and state or municipal government clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Private / alternative investments
View complete list of advisors at this firm
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