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Firm profile

Bridgecreek Financial Group

TULSA, OKCRD 340683Registration Status: ApprovedEffective since May 8, 2026Latest ADV July 10, 2026

Bridgecreek Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated July 10, 2026, reports $650M in regulatory assets under management, 3 employees, and 47 accounts.

Assets Under Management
$650M
Employees
3
Offices
--
Total Clients
47
Primary office
TULSA, OK
4521 E. 91ST ST, SUITE 300, TULSA, OK, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOLionel C. Fuller
CCOJackson Fuller
CIOLionel C. Fuller

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentHNWI represent 89.4% of total clients.
Top client categories% of clientsClients
1
HNWI
89.4%
42
2
Charitable
10.6%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$650Mas of July 10, 2026
Discretionary100.0%
$650M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$650M
Total Accounts47
10Y AUM Change+$650M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee16:1
10Y Employee Change0 (0.0%)

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.