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SAND CREEK CAPITAL, LLC

CRD 326719File 801-128135
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$471.2M
Above cohort median (national)
Discretionary AUM
$432.1M
Non-discretionary $39.1M
Clients
988
2,236 accounts
Employees
10
Above cohort median in ID

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
SFRO
Registration date
Jun 9, 2023
Principal office
234 E 1ST N, REXBURG, ID, 83440
Phone
208-356-9022

Assets & accounts

ADV Item 5F
Total regulatory AUM
$471.2M
Discretionary AUM
$432.1M
Non-discretionary AUM
$39.1M
Discretionary accounts
2,232
Non-discretionary accounts
4
Total accounts
2,236
AUM per client
$477K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other21$12.5M
Charitable organizations1$73K
High net worth individuals312$293.3M
Pension and profit sharing plans26$42.1M
State or municipal government entities1$38.7M
Individuals (other than high net worth individuals)627$84.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.