B
CRD: 340683
Bridgecreek Financial Group
$649.9M Total AUM
$649.9M Disc. AUM
-- 3Y CAGR
3 Employees
47 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2026
- Office Locations
- 1
Office Locations
4521 E. 91st ST Suite 300 Tulsa OK
About Bridgecreek Financial Group
Bridgecreek Financial Group is a Tulsa-based RIA. The firm has been operating for 0 years. Managing $649.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
-- AVG AGE
$325.0M AVG AUM / ADVISOR
$13.8M AVG AUM / CLIENT
0.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SUSAN HOKE SMITH BURGHART
PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
J
Jackson Fuller
Chief Compliance Officer, President
- CRD
- #8062199
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $649,946,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $649,946,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Other:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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