Bridgecreek Financial Group
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 340683
- Registered since
- May 8, 2026
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.49%
- Charitable Organizations8.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bridgecreek Financial Group is an LLC that registered as an SEC adviser in 2026 and is identified as a newly formed firm. Its stated business activities center on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and is not designated as an active ESG investor. The regulatory profile also lists roles beyond typical advisory work: Bridgecreek is noted as an investment adviser and sponsor, and as a general partner or managing member involved with pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Lionel Fuller
Founder & Managing PartnerCRD 2376437

Jackson Fuller
Vice PresidentCRD 8062199
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 4521 E 91st St
- Time zone
- CT (UTC-6)
- Office locations
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