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 that began SEC registration in 2023 and is owned by an individual. The firm serves both individual and family clients and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars or workshops. Its fees are charged as a percentage of assets under management and via fixed fees. Sand Creek does not identify as an ESG-focused investor and is not listed as a capital allocator.