Investment adviser · CRD 340683
BRIDGECREEK FINANCIAL GROUP
Investment adviser filing (IA)
BRIDGECREEK FINANCIAL GROUP, LLC
TULSA, OK, United States · Form ADV filed Aug 31, 2026
- Regulatory AUM
- $650M Form ADV · Item 5.F
- Client accounts
- 103 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 42 | $594,639,283 | 91.5% |
| Charities | 5 | $55,306,717 | 8.5% |
Filing source
Form ADV 2127206 · Aug 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 31, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
4521 E. 91ST ST, SUITE 300TULSA, OK, 74137, United States
CRD 340683
Filing source
Form ADV 2127206 · Aug 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.