Sand Creek Capital, LLC
Registered investment adviser · Rexburg, ID · CRD #326719
Form ADV data as of 2026-09-01Regulatory assets
$471.2 million
Total accounts
2,236
Employees
10
Disclosure events
0
Firm details
- Website: https://centennialwealthmanagement.com/
- Telephone: 208-356-9022
- SEC file number: 801-128135
- Most recent Form ADV filing: 2026-07-30
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $432.1 million |
| Non-discretionary regulatory assets under management | $39.1 million |
| Total regulatory assets under management | $471.2 million |
| Discretionary accounts | 2,232 |
| Non-discretionary accounts | 4 |
| Total accounts | 2,236 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 10 |
| Employees performing investment advisory functions (including research) | 10 |
| Employees who are registered representatives of a broker-dealer | 2 |
| Employees registered as investment adviser representatives with a state | 10 |
| Employees registered as IARs for another investment adviser | 2 |
| Employees who are licensed insurance agents | 3 |
| Firms or persons who solicit advisory clients on the firm's behalf | 1 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Receives soft dollar benefits
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 627 | $84.5 million |
| High net worth individuals | 312 | $293.3 million |
| Pension and profit sharing plans (not the participants or government plans) | 26 | $42.1 million |
| Charitable organizations | 1 | $73,389 |
| State or municipal government entities (including government pension plans) | 1 | $38.7 million |
| Corporations or other businesses not listed above | 21 | $12.5 million |