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SAND CREEK CAPITAL, LLC

REXBURG, ID · CRD 326719 · IAPD ↗ · centennialwealthmanagement.com · 208-356-9022

$471.2MRegulatory AUM
10Advisory reps
10Employees
0Clients
More than 500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
August 2026 — SAND CREEK CAPITAL, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
July 2026 — SAND CREEK CAPITAL, LLC changed its website from sandcreekcap.com to centennialwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
July 2026 — SAND CREEK CAPITAL, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
May 2026 — SAND CREEK CAPITAL, LLC added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
May 2026 — SAND CREEK CAPITAL, LLC notice-filed in CA, GA, LA, MT, NH, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
May 2026 — SAND CREEK CAPITAL, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
71
May 2026 — SAND CREEK CAPITAL, LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
May 2026 — SAND CREEK CAPITAL, LLC reported RAUM up 105% ($229.8M -> $471.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — CORDINGLEY & PARKINSON WEALTH MANAGEMENT is now doing business as SAND CREEK CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
December 2025 — CORDINGLEY & PARKINSON WEALTH MANAGEMENT grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
July 2025 — CORDINGLEY & PARKINSON WEALTH MANAGEMENT changed its website from cpwealthmanagement.com to sandcreekcap.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
64
April 2025 — CORDINGLEY & PARKINSON WEALTH MANAGEMENT reported RAUM up 49% ($129.9M -> $193.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2025 — CORDINGLEY & PARKINSON WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.