Bridgecreek Financial Group

RIASEC RegisteredEst. 2026
Total AUM
$650M
Discretionary
$650M
100% of AUM
Avg account
$13.8M
Accounts
47
Employees
3
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Lionel Fuller

    Lionel Fuller

    Founder & Managing PartnerCRD 2376437

  • Jackson Fuller

    Jackson Fuller

    Vice PresidentCRD 8062199

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth