Sand Creek Capital, LLC logo

Sand Creek Capital, LLC

Updated today

Client assets under management

$169,134,039

Clients

439

41% high-net-worth

Advisors

5

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

88

High

Average account size

$385,271

About

Sand Creek Capital, LLC serves individuals and high‑net‑worth clients as well as pension and profit‑sharing plans, corporations, and state or municipal government entities. The firm provides ongoing portfolio management and financial planning, pension consulting (including manager selection and plan monitoring), educational seminars and benefit‑fair participation, and access to third‑party model-based asset management platforms.

The firm creates a documented Investment Policy Statement for each client and implements portfolios using fundamental analysis and a long‑term trading approach, providing both discretionary and non‑discretionary management tailored to clients’ goals, time horizons, and risk tolerances. For retirement and plan clients SCCL acts as a fiduciary, conducts periodic account reviews, and follows Department of Labor procedures when recommending rollovers.

Noteworthy for a team of its size, SCCL explicitly works with state and municipal government clients and operates a program of educational seminars and plan‑level outreach (often provided without separate charge), which the brochure emphasizes as part of its client engagement. The firm, formed in 2023 and managing roughly $230 million with five advisors, uses custodial platforms that supply advisory support (including LPL and Charles Schwab) and discloses that some representatives are dually registered and licensed to sell insurance, handling potential conflicts through policies and disclosures.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001+: 1.25%

Commissions

Certain representatives earn commissions for sales of investment products in broker-dealer capacity; commissions are not the primary compensation for advisory services.

Main office location

Sand Creek Capital, LLC

234 E 1 St N

Rexburg ID 83440, United States

Number of offices

1

Most active in

Idaho · Texas · Utah

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.

Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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.

Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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.

Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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.

Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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.

Annuities Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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