Overview

Headquarters
Tulsa, OK
Total Firm Assets
$650 million
Average High-Net-Worth Client Portfolio Size
$14.2 million
Stated Minimum Account Size
$1,500,000

Fee Disclosure

Source: BRIDGECREEK FINANCIAL GROUP, LLC (2026-08-31) · View brochure text

MinMaxDisclosed Annual Rate
$0 $3,000,000 0.95%
$3,000,001 $5,000,000 0.85%
$5,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $45,500 0.91%
$10 million $83,000 0.83%
$50 million $383,000 0.77%
$100 million $758,000 0.76%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
91.49%
Number of High-Net-Worth Clients
42
Total Client Accounts
103
Discretionary Accounts
103

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
340683
  • BRIDGECREEK FINANCIAL GROUP, LLC (2026-08-31) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions