Sand Creek Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rexburg, ID. Its latest Form ADV filing, dated April 30, 2026, reports $471M in regulatory assets under management, 8 employees, 5 offices, and 2,236 accounts.
Top client segmentIndividuals represent 63.5% of total clients.
Top client categories% of clientsClients
1
Individuals
63.5%
627
2
HNWI
31.6%
312
3
Pension Plans
2.6%
26
4
Corporations
2.1%
21
5
Charitable
0.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$471Mas of May 4, 2026
Discretionary91.7%
$432M
92% of total RAUM91.7%
Non-discretionary8.3%
$39M
8% of total RAUM8.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$471M
Total Accounts2,236
10Y AUM Change+$471M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee124:1
10Y Employee Change+5 (+166.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.