Sand Creek Capital, Llc
- Regulatory AUM
- $471M
- Discretionary
- $432M
- Clients
- 988
- Avg AUM / client
- $477K
- Accounts
- 2,236
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 627 | $84.5M | 17.9% |
| High net worth individuals | 312 | $293M | 62.3% |
| Pension and profit sharing plans | 26 | $42.1M | 8.94% |
| Charitable organizations | 1 | $73.4K | 0.02% |
| State or municipal government entities | 1 | $38.7M | 8.21% |
| Corporations and other businesses | 21 | $12.5M | 2.65% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Garry Parkinson | Owner | CFP | Feb 2023 (4y) | 75% or more |
| Holly Bullock Miller | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Warren Kay Cordingley | Registered representative | Nov 2023 (3y) | ||
| Keaton Gerald Parkinson | Registered representative | Apr 2025 (1y) | ||
| Colten K. Cordingley | Registered representative | Apr 2025 (1y) | ||
| Brett K. Cordingley | Registered representative | Aug 2025 (1y) | ||
| Curtis M. Simmons | Registered representative | Apr 2026 (0y) | ||
| Luke Jess Sutton | Registered representative | Apr 2026 (0y) | ||
| Mark Robert Minarik | Registered representative | Apr 2026 (0y) | ||
| Julie Kostelecky | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $190M (40% of AUM) Jul 2026
- Fidelity Brokerage Services $109M (23% of AUM) Jul 2026
- Charles Schwab & Co. $106M (23% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗