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SAND CREEK CAPITAL, LLC
CRD 326719 · SEC 801-128135
234 E 1ST N, REXBURG, ID, 83440, United States
Phone
208-356-9022
Fax
208-356-9121
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$471.2M
Discretionary AUM
$432.1M
Team
8 total employees; 8 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 627 | $84.5M |
| High net worth individuals | 312 | $293.3M |
| Pension/profit sharing plans | 26 | $42.1M |
| Charitable organizations | 1 | $73K |
| State/municipal entities | 1 | $38.7M |
| Corporations/business entities | 21 | $12.5M |
States served
CA, GA, ID, LA, MT, UT, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD