Bridgecreek Financial Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Bridgecreek Financial Group reports 47 clients. They include 42 high-net-worth individuals and 5 charitable organizations. Of its assets, 100.0% ($650M across 103 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 89% | 91% |
| Charitable organizations | 11% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 42 | $595M | 91.5% | $14.2M |
| Charitable organizations | 5 | $55.3M | 8.5% | $11.1M |
| Total | 47 | $650M | 100% | $13.8M |
- Clients
- 42
- Regulatory AUM
- $595M
- AUM share
- 91.5%
- Avg. per client
- $14.2M
- Clients
- 5
- Regulatory AUM
- $55.3M
- AUM share
- 8.5%
- Avg. per client
- $11.1M
Total
- Clients
- 47
- Regulatory AUM
- $650M
- AUM share
- 100%
- Avg. per client
- $13.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bridgecreek Financial Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Fuller Holdings, LLC owns 50% to 75% of Bridgecreek Financial Group and is in turn owned by Lionel Fuller (75% or more). Lionel Fuller is CEO; the leadership team includes President Jackson Fuller. It has 3 employees, 2 of them in advisory roles.
Leadership
Lionel FullerManager, Chief Executive Officer, Chief Investment Officer
Jackson FullerPresident and Chief Compliance Officer- Susan BurghartMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Bridgecreek Financial Group, LLC
Fuller Holdings, LLC
Control person · since March 2026
- Owns 75% or more of Fuller Holdings, LLC
Lionel Fuller
Control person · since March 2026
- Owns 25% to 50% of Bridgecreek Financial Group, LLC
Susan Burghart
since June 2026
Besides its headquarters, Bridgecreek Financial Group has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 4521 E. 91st St, Suite 300, TulsaHQ
Contact and registration details
- Legal name
- Bridgecreek Financial Group, LLC
- Headquarters
- 4521 E. 91st St, Suite 300, Tulsa, OK 74137
- Website
- bridgecreekfinancial.com
- Phone
- 918-392-1990
- SEC file
- 801-136191
- Structure
- Oklahoma LLC
- Fiscal year end
- December
Bridgecreek Financial Group uses Charles Schwab ($650M) as custodian for its separately managed accounts. Bridgecreek Financial Group does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $650M100%
At year end, Bridgecreek Financial Group’s separately managed accounts were mostly in stocks (75%) and bonds (15%).
What the accounts hold
- Stocks75%
- Bonds15%
- Investment grade corporate bonds5%
- High-yield corporate bonds5%
- U.S. government and agency bonds3%
- State and local bonds2%
- Cash7%
- Other3%
- Preferred stocks3%
How many clients does Bridgecreek Financial Group have?
Bridgecreek Financial Group has 47 clients and manages $650 million for them, as of August 2026. They include 42 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026
What services does Bridgecreek Financial Group offer?
Bridgecreek Financial Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Bridgecreek Financial Group use?
Bridgecreek Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $650M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026
How many financial advisors does Bridgecreek Financial Group have?
Bridgecreek Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bridgecreek Financial Group invest in?
At the end of its last fiscal year, Bridgecreek Financial Group’s separately managed accounts held 75% exchange-traded equities, 7% cash and equivalents, 5% investment grade corporate bonds, 5% high-yield corporate bonds, 3% U.S. government and agency bonds, 3% other and 2% state and local bonds. The 3% other category is described as: Preferred Stocks.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bridgecreek Financial Group?
Bridgecreek Financial Group is owned through a holding company by Lionel Fuller. Its direct owners are Susan Burghart (25% to 50%) and Fuller Holdings, LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does Bridgecreek Financial Group get paid?
Bridgecreek Financial Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Bridgecreek Financial Group registered with the SEC?
Yes, Bridgecreek Financial Group has been registered with the SEC as an investment adviser since 8 May 2026. Its CRD number is 340683 and its SEC file number is 801-136191.
Source: Form ADV Part 1A, Item 1, filed 31 August 2026; IAPD firm record
How do I contact Bridgecreek Financial Group?
Bridgecreek Financial Group’s main office is at 4521 E. 91st St, Suite 300, Tulsa, OK 74137. Its phone number is 918-392-1990. Its website is bridgecreekfinancial.com.