# Bridgecreek Financial Group

> 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.

- CRD: 340683
- Filed as: BRIDGECREEK FINANCIAL GROUP
- Legal name: Bridgecreek Financial Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340683
- AdvisorCensus page: https://advisorcensus.com/firm/bridgecreek-financial-group-tulsa-ok-340683

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated August 31, 2026)

- Account minimum: $1,500,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $649,946,000
- Discretionary: $649,946,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 42 | $594,639,283 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 5 | $55,306,717 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgecreekfinancial.com

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgecreek Financial Group (CRD 340683): Form ADV filing data as of October 2026.