BRIDGECREEK FINANCIAL GROUP

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
0

Firm details

Headquarters
TULSA, Oklahoma
CRD number
340683
Registered since
May 8, 2026
Fee structure
Percentage of AUM
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

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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