Sand Creek Capital, LLC

Overview

Headquarters

Rexburg, ID

Total Firm Assets

$471 million

Average High-Net-Worth Client Portfolio Size

$0.9 million

Fee Disclosure

Source: FORM ADV PART 2A - SAND CREEK CAPITAL LLC (2026-07-06) · View brochure text

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

62.25%

Number of High-Net-Worth Clients

312

Total Client Accounts

2,236

Discretionary Accounts

2,232

Non-Discretionary Accounts

4

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars

Regulatory Filings

SEC CRD Number

326719

• FORM ADV PART 2A - SAND CREEK CAPITAL LLC (2026-07-06) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions