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 operates as an independent RIA organized as an LLC and registered with the SEC in 2026. The firm provides financial planning and discretionary portfolio management for individuals, families and small-business clients; its reported client base spans both individual/family and institutional relationships. Fees are billed as a percentage of assets under management. Bridgecreek reports that it is not an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant or capital allocator.

Assets & Accounts

Investments & Alternatives

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

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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