AdvisorCensus / Financial advisors / Oklahoma / Tulsa / Bridgecreek Financial Group
Bridgecreek Financial Group
Filed as BRIDGECREEK FINANCIAL GROUP · Legal name Bridgecreek Financial Group, LLC
Bridgecreek Financial Group is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 31, 2026.
Quick answers
From the filingHow is Bridgecreek Financial Group compensated?
On its Form ADV (Item 5.E, October 2026), Bridgecreek Financial Group reports these compensation arrangements: a percentage of assets under its management.
Where is Bridgecreek Financial Group located?
Bridgecreek Financial Group's principal office is in Tulsa, OK, according to its Form ADV.
Is Bridgecreek Financial Group registered with the SEC or a state?
Bridgecreek Financial Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340683.
How much does Bridgecreek Financial Group manage?
Bridgecreek Financial Group reports $649,946,000 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).
What types of clients does Bridgecreek Financial Group serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (42); charitable organizations (5).
Which custodians does Bridgecreek Financial Group use?
Bridgecreek Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Bridgecreek Financial Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340683
Does Bridgecreek Financial Group state an account minimum?
Its Form ADV Part 2A brochure dated August 31, 2026 says: "In general, we require a minimum of $1,500,000 of investable or liquid assets (stocks, bonds, and cash) to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
What changed in Bridgecreek Financial Group's recent Form ADV filings?
In the August 2026 filing data: Regulatory assets under management went from $0 to $649,946,000. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $1,500,000 of investable or liquid assets (stocks, bonds, and cash) to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated August 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$649,946,000 as of October 2026, filing dated August 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Bridgecreek Financial Group, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Regulatory assets under management went from $0 to $649,946,000.
- Updated its list of owners and control persons (Schedule A).
- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bridgecreek Financial Group (CRD 340683): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bridgecreek-financial-group-tulsa-ok-340683