{"url":"https://nivawealth.com/firms/bridgecreek-financial-group-340683","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340683","regulatoryAum":649946000,"crd":"340683","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8062199","suffix":null,"lastName":"Fuller","firstName":"Jackson","middleName":null},{"crd":"2376437","suffix":null,"lastName":"FULLER","firstName":"LIONEL","middleName":"CHARLES"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136191","legalName":"Bridgecreek Financial Group, LLC","displayName":"Bridgecreek Financial Group","slug":"bridgecreek-financial-group-340683","website":"https://bridgecreekfinancial.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/340683/45500cbe7fcb51e4-r1.webp","tone":"light","width":897,"height":200,"sourceUrl":"https://www.bridgecreekfinancial.com/","sourceLabel":"Bridgecreek Financial Group, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Oklahoma limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4521 E. 91st St, Suite 300","city":"Tulsa","state":"OK","stateName":"Oklahoma","country":"United States","postalCode":"74137"},"tradeNames":[],"registration":{"secApproved":"8 May 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":14158078.166666666,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":649946000,"discretionary":649946000,"discretionaryAccounts":103,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":42,"regulatoryAum":594639283},{"label":"Charitable organizations","clients":5,"regulatoryAum":55306717}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T08:00:31.148348+00:00","documents":[{"name":"BRIDGECREEK FINANCIAL GROUP, LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056540","versionId":1056540,"submittedOn":"2026-08-31"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":649946000}],"custodyNote":"Bridgecreek Financial Group does not have custody of client assets.","leadership":[{"name":"Lionel Fuller","title":"Manager, Chief Executive Officer, Chief Investment Officer","crd":"2376437"},{"name":"Jackson Fuller","title":"President and Chief Compliance Officer","crd":"8062199"},{"name":"Susan Burghart","title":"Member","crd":"5644786"}],"ownership":[{"label":"Susan Burghart","detail":"Member in the 25% to 50% ownership band, since June 2026."},{"label":"Fuller Holdings, LLC","detail":"Sole member and manager in the 50% to 75% ownership band and a control person, since March 2026."},{"label":"Lionel Fuller","detail":"Indirect owner: a sole member and manager of Fuller Holdings, LLC in the 75% or more band and a control person, since March 2026.","parent":"Fuller Holdings, LLC"}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oklahoma","offices":1,"addresses":[{"street":"4521 E. 91st St, Suite 300","city":"Tulsa","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"918-392-1990","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":75},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":5},{"label":"Non-investment grade corporate bonds","percent":5},{"label":"Cash and cash equivalents","percent":7},{"label":"Other","percent":3,"detail":"Preferred Stocks"}],"privateFunds":0},"sources":{"adv1FilingDate":"31 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/340683/PDF/340683.pdf","brochureDate":"31 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056540","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bridgecreek Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bridgecreek Financial Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Bridgecreek Financial Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bridgecreek Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bridgecreek Financial Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bridgecreek Financial Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bridgecreek Financial Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Bridgecreek Financial Group registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Bridgecreek Financial Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}