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Sand Creek Capital, LLC

Sand Creek Capital, LLC. CRD 326719

Sand Creek Capital, LLC logo

CRD: 326719

Sand Creek Capital, LLC

Rexburg, ID, 83440
2083569022
www.sandcreekcap.com
$471.2M Total AUM
$432.1M Disc. AUM
-- 3Y CAGR
9 Employees
988 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · LPL Financial
Clients
Retail and Institutional
Platforms
--
Established Date
06-09-2023
Office Locations
3

Office Locations

234 E 1ST N Rexburg ID
3805 Valley Commons Drive, Suite 7 Bozeman MT
47 Professional Plaza Rexburg ID

About Sand Creek Capital, LLC

Idaho-based Cordingley & Parkinson Wealth Management provides holistic financial and retirement planning, investment management, and coordinated tax and estate planning for clients across the U.S. The team emphasizes CFP/CPA credentials and a fiduciary approach. Securities are offered through LPL Financial, with investment advice through Sandcreek Capital LLC.

Team overview

46 AVG AGE
$52.4M AVG AUM / ADVISOR
$476.9K AVG AUM / CLIENT
1 yrs AVG TENURE
9 Employees
9 Advisory Reps
9 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Quantum Bridge oak

Custodian

Zenith fusion Horizon capital

Investment Themes

Delta pioneer Glacier value Catalyst

Investment Vehicles

Capital pathway

Services

Pioneer Capital wave Zenith Ridge capital Quantum wave Glacier Timber Vector atlas Bridge Peak

Owner & Executives

MARK ROBERT MINARIK

MARK ROBERT MINARIK

Owner

CRD
#6316145
Ownership
25% but less than 50%
(276) 875-9405
eagle.element@harborcapital.com
in linkedin.com/in/bridge-pioneer
ROBERT GARRY PARKINSON

ROBERT GARRY PARKINSON

Owner

CRD
#1504112
Ownership
25% but less than 50%
(219) 687-9635
value.fusion@harborcapital.com
in linkedin.com/in/pioneer-bridge
V

Value crest

Timber quantum focus

CRD
#23944
Ownership
34.1%
(886) 242-3901
insight.atlas@timbercapital.com
in linkedin.com/in/prime-insight

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Contacts

C

Colten K. Cordingley

Portfolio Manager

CRD
#8063484
(611) 870-1568
optima.horizon@unisoncapital.com
in linkedin.com/in/meridian-matrix
WARREN KAY CORDINGLEY

WARREN KAY CORDINGLEY

Wealth Management Advisor

CRD
#2222388
(313) 356-5620
glacier.harbor@primecapital.com
in linkedin.com/in/vector-capital
Q

Quantum pioneer

Eagle quantum

CRD
#29935
(314) 894-3722
delta.signal@northcapital.com
in linkedin.com/in/frontier-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-08-2023
03-26-2024
10-17-2025
06-01-2026
Category Assets AVG. Account size
Discretionary $432,077,842 $193,583
Non-Discretionary $39,088,898 $9,772,225
Total $471,166,740 $210,719

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Separately Managed Accounts

Total SMA Asset: $471,166,740

$471.2M Total SMA
Public Funds:
39.3%
Equity - Exchange:
30.2%
Cash:
30.5%
Asset class Assets Assets %
Public Funds $2,735,006,270 39.3%
Equity - Exchange $2,101,709,653 30.2%
Cash $2,122,587,563 30.5%
Total $6,959,303,486 100.0%

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