A complete list of active advisors currently associated with Sand Creek Capital, LLC

Warmer can help you find a great advisor at Sand Creek Capital, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sand Creek Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.