A complete list of active advisors currently associated with Bridgecreek Financial Group

Warmer can help you find a great advisor at Bridgecreek Financial Group or one who fits your needs even better.

Bridgecreek Financial Group provides discretionary portfolio management and integrated financial planning and consulting to a limited set of clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm reports managing roughly $650 million across about 42 client relationships and generally requires $1.5 million of investable assets to open an account, indicating a concentrated client base rather than a high-volume retail practice. Investment strategies are tailored to each client's objectives and can include fundamental analysis, long- and short-term positions, options and warrants, fixed income, mutual funds and ETFs, and interests in partnerships such as real estate and oil and gas; accounts are managed on a discretionary basis with ongoing monitoring and rebalancing. Bridgecreek uses an institutional custody and execution platform, includes financial planning in its advisory services, and acts as a fiduciary when advising on retirement account rollovers. Noteworthy features for a firm of this size include a principal-level investment in Fortysix Venture Capital LLC, an entity that serves as a sponsor and exempt-reporting investment adviser to a private pooled investment vehicle, with the firm disclosing it will not solicit its clients to invest in that vehicle. The firm also operates with a relatively small number of client relationships and a compact advisory team, and discloses operational practices that are less common among peers — such as aggregated trading, standing third-party wire authorizations, and the ability to invest in private partnership interests.

To learn more about the advisors currently working at Bridgecreek Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jackson Fuller	Tulsa, OK	1
Lionel Fuller	Tulsa, OK	22

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