DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Sand Creek Capital, LLC
Latest filing Jul 30, 2026
First filing on the tape May 10, 2023 · 20 filings
SEC status approved since Jun 9, 2023
RAUM
$471M
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
80%
$378M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$47.1M
derived; firm RAUM over IAPD count
Employees
10
10 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$471M as of Jul 30, 2026
Mar 19, 2024$130M then
HNW client RAUM$293M as of Jul 30, 2026
Mar 19, 2024$65.0M then
State-registered IARs (5.B.3)10 as of Jul 30, 2026
Mar 19, 20242 then
Employees (5.A)10 as of Jul 30, 2026
Mar 19, 20245 then
Private funds: no history
RAUM +144% over the last fiscal yearIARs 2 to 10offices 0 to 6
Practice profile
derived from the filing of Jul 30, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $47.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 94derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $940,093derivedHNW RAUM over HNW clients
- Average account
- $210,719derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 17%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.4derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +144%derivedbetween the last two annual amendments
- Advisor growth, one year
- +300%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +222%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$293M62%
- Individuals$84.5M18%
- Pension and profit-sharing plans$42.1M8.9%
- State and municipal entities$38.7M8.2%
- Corporations and businesses$12.5M2.7%
- Charitable organizations$73,3890.0%
- Individual clients
- 627reported
- HNW clients
- 312reported
- Pension plan clients
- 26reported
- Charitable clients
- 1reported
- Accounts
- 2,236reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.8 fund_share=0.0 institutional_share=0.17 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Garry ParkinsonCertified Financial Planner | Rexburg, Id | Sep 28, 2023 | 40 y | 0 |
| Warren Kay Cordingley | Rexburg, Id | Nov 28, 2023 | 34 y | 0 |
| Keaton Gerald Parkinson | Rexburg, Id | Apr 7, 2025 | 11 y | 0 |
| Colten K. Cordingley | Rexburg, Id | Apr 23, 2025 | 11 y | 0 |
| Brett K. Cordingley | Rexburg, Id | Aug 28, 2025 | 24 y | 0 |
| Curtis M. Simmons | Rexburg, Id | Apr 17, 2026 | 13 y | 2 |
| Mark Robert Minarik | Rexburg, Id | Apr 17, 2026 | 12 y | 2 |
| Luke Jess Sutton | Rexburg, Id | Apr 17, 2026 | 10 y | 2 |
| Holly Bullock Miller | Rexburg, Id | Jun 15, 2026 | 14 y | 0 |
| Julie Kostelecky | Bozeman, Mt | Jun 16, 2026 | 15 y | 0 |
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Mark Robert Minarik from DynamicApr 17, 2026 · RIA to RIA
- Curtis M. Simmons from DynamicApr 17, 2026 · RIA to RIA
- Luke Jess Sutton from DynamicApr 17, 2026 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Garry Robert Parkinson · Ownercontrolsince 02/2023 · owns 75% or more
- Bullock Holly Miller · Chief Compliance Officersince 04/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Rexburg, Id · principal | 10 | 5 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Apr 30, 2026accounts (Item 5.F.2.f) moved from 1,360.0 to 2,236.0 (+64.0%) between the annual amendments of 2025-03-17 and 2026-04-30; the peer median change was +5.0% (3688 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,688) · 96% percentile
- client count surgeChange between filings · filing Apr 30, 2026individual and HNW clients (Item 5.D) moved from 292.0 to 939.0 (+222.0%) between the annual amendments of 2025-03-17 and 2026-04-30; the peer median change was +3.0% (3310 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,310) · 100% percentile
- RAUM up 50 %Change between filings · filing Apr 30, 2026RAUM (Item 5.F) moved from $193,032,805 to $471,166,740 (+144.0%) between the annual amendments of 2025-03-17 and 2026-04-30; the peer median change was +15.0% (4551 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 99% percentile
What changed
consecutive filings, newest first
- Advisory employees · 8 to 10Jun 1, 2026 to Jul 30, 2026
- Employees · 8 to 10Jun 1, 2026 to Jul 30, 2026
- State-registered IARs · 8 to 10Jun 1, 2026 to Jul 30, 2026
- Other offices · 5 to 6May 4, 2026 to Jun 1, 2026
- Accounts · 809 to 2,236Mar 26, 2026 to Apr 30, 2026
- Advisory employees · 5 to 8Mar 26, 2026 to Apr 30, 2026
- Corporate clients · 14 to 21Mar 26, 2026 to Apr 30, 2026
- HNW clients · 180 to 312Mar 26, 2026 to Apr 30, 2026
- Individual clients · 259 to 627Mar 26, 2026 to Apr 30, 2026
- Pension plan clients · 9 to 26Mar 26, 2026 to Apr 30, 2026
- Employees · 5 to 8Mar 26, 2026 to Apr 30, 2026
- Financial planning clients · 251-500 to More than 500Mar 26, 2026 to Apr 30, 2026
- State-registered IARs · 5 to 8Mar 26, 2026 to Apr 30, 2026
- Other offices · 0 to 5Mar 26, 2026 to Apr 30, 2026
- Discretionary RAUM · $190M to $432MMar 26, 2026 to Apr 30, 2026
- HNW RAUM · $131M to $293MMar 26, 2026 to Apr 30, 2026
- Individual RAUM · $38.4M to $84.5MMar 26, 2026 to Apr 30, 2026
- Non-discretionary RAUM · $40.3M to $39.1MMar 26, 2026 to Apr 30, 2026
- Pension RAUM · $12.7M to $42.1MMar 26, 2026 to Apr 30, 2026
- RAUM · $230M to $471MMar 26, 2026 to Apr 30, 2026
- Related insurance company · false to trueMar 26, 2026 to Apr 30, 2026
- Business name · CORDINGLEY & PARKINSON WEALTH MANAGEMENT to SAND CREEK CAPITAL, LLCFeb 24, 2026 to Mar 26, 2026
- Accounts · 638 to 809Oct 17, 2025 to Feb 24, 2026
- Corporate clients · 12 to 14Oct 17, 2025 to Feb 24, 2026
- HNW clients · 158 to 180Oct 17, 2025 to Feb 24, 2026
- Individual clients · 134 to 259Oct 17, 2025 to Feb 24, 2026
- Discretionary RAUM · $159M to $190MOct 17, 2025 to Feb 24, 2026
- HNW RAUM · $119M to $131MOct 17, 2025 to Feb 24, 2026
- Individual RAUM · $21.8M to $38.4MOct 17, 2025 to Feb 24, 2026
- Non-discretionary RAUM · $33.9M to $40.3MOct 17, 2025 to Feb 24, 2026
- Pension RAUM · $11.1M to $12.7MOct 17, 2025 to Feb 24, 2026
- RAUM · $193M to $230MOct 17, 2025 to Feb 24, 2026
- Advisory employees · 2 to 5Jul 10, 2025 to Oct 17, 2025
- Employees · 4 to 5Jul 10, 2025 to Oct 17, 2025
- State-registered IARs · 4 to 5Jul 10, 2025 to Oct 17, 2025
- Financial planning clients · 251-500 to 251-500Jun 27, 2025 to Jul 10, 2025
- Accounts · 1,360 to 638May 12, 2025 to Jun 27, 2025
- Discretionary RAUM · $193M to $159MMay 12, 2025 to Jun 27, 2025
- Non-discretionary RAUM · $0 to $33.9MMay 12, 2025 to Jun 27, 2025
- Employees · 7 to 4Mar 17, 2025 to May 12, 2025
Signals
3 dated events
- Sand Creek Capital, Llc reported RAUM $471.2M, up 105% from $229.8M (2026-03-26 to 2026-04-30)Apr 30, 2026 · RAUM change · derived
- Sand Creek Capital, Llc reported 5 offices beyond its principal office, up from 0 (2026-03-26 to 2026-04-30)Apr 30, 2026 · Office count change · derived
- Sand Creek Capital filed its initial SEC registration (Form ADV)May 10, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- admin@sandcreekcap.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 208-356-9022reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 208-356-9121reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- sandcreekcap.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 208-356-9022reportedpublic record, Form ADV, Jul 30, 2026
- Contact form
- sandcreekcap.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- sandcreekcap.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $47.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026