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BRIDGECREEK FINANCIAL GROUP
Legal name: BRIDGECREEK FINANCIAL GROUP, LLC
CRD 340683File 801-136191
APPROVED
Retail clients
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$649.9M
Above cohort median (national)
Discretionary AUM
$649.9M
Clients
47
103 accounts
Employees
3
Above cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 8, 2026
- Principal office
- 4521 E. 91ST ST, SUITE 300, TULSA, OK, 74137
- Phone
- 918-392-1990
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $649.9M
- Discretionary AUM
- $649.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 103
- Non-discretionary accounts
- 0
- Total accounts
- 103
- AUM per client
- $13.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $55.3M |
| High net worth individuals | 42 | $594.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 1, 2026 | Accounts | 47 | 103 | increased by56 |
| Aug 1, 2026 | Registration | APPROVED-120 | APPROVED | |
| Aug 1, 2026 | Clients | 0 | 47 | increased by47 |
| Aug 1, 2026 | AUM | $0 | $649,946,000 | increased by$649,946,000 |
| Aug 1, 2026 | Accounts | 0 | 47 | increased by47 |
| Jun 1, 2026 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRIDGECREEK FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRIDGECREEK FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.