DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••••••• F•••••••• G••••
Legal name B••••••••• F•••••••• G••••• L••
Latest filing Aug 31, 2026
First filing on the tape May 7, 2026 · 3 filings
SEC status approved since May 8, 2026
RAUM
$650M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
91%
$595M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$325M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$650M as of Aug 31, 2026
May 7, 2026$0 then
HNW client RAUM$595M as of Aug 31, 2026
May 7, 2026$0 then
State-registered IARs (5.B.3)2 as of Aug 31, 2026
May 7, 20262 then
Employees (5.A)3 as of Aug 31, 2026
May 7, 20263 then
Private funds: no history
Practice profile
derived from the filing of Aug 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $325MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 21derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $14.2MderivedHNW RAUM over HNW clients
- Average account
- $6.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 8.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$595M91%
- Charitable organizations$55.3M8.5%
- Individual clients
- 0reported
- HNW clients
- 42reported
- Pension plan clients
- 0reported
- Charitable clients
- 5reported
- Accounts
- 103reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••••• F••••• | Tulsa, Ok | Jul 10, 2026 | 10 y | 1 |
| L••••• C•••••• F••••• | Tulsa, Ok | Jul 10, 2026 | 32 y | 2 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- L••••• C•••••• F••••• from H•• I••••••••• P•••••••• L••Jul 10, 2026 · RIA to RIA
- J•••••• F••••• from H•• I••••••••• P•••••••• L••Jul 10, 2026 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- F•••••• L•••••• C•••••• · Manager, Chief Executive Officer, Chief Investment Officercontrolsince 01/2026 · owns less than 5%
- B•••••••• S••••• H••• S•••• · Membersince 06/2026 · owns 25% to 50%
- F•••••• J•••••• · President And Chief Compliance Officersince 01/2026 · owns less than 5%
Entity owners
- F••••• H•••••••• L•• · Sole Member And Managerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tulsa, Ok · principal | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- unusually large average HNW clientStatic outlier · filing Aug 31, 2026HNW RAUM per HNW client of $14,158,078 against a peer median of $3,134,900 (1404 comparable advisers, 98.0th percentile, 7.3 robust deviations)peers: independent wealth managers, $500M to $1B (1,404) · 98% percentile
- business activity changedChange between filings · filing Aug 31, 2026financial planning (Item 5.G.1): yes on the filing of 2026-07-10, no on the filing of 2026-08-31peers: independent wealth managers, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Accounts · 47 to 103Jul 10, 2026 to Aug 31, 2026
- Financial planning clients · 11-25 to Jul 10, 2026 to Aug 31, 2026
- Accounts · 0 to 47May 7, 2026 to Jul 10, 2026
- Charity clients · 0 to 5May 7, 2026 to Jul 10, 2026
- HNW clients · 0 to 42May 7, 2026 to Jul 10, 2026
- Insurance-licensed employees · 2 to 0May 7, 2026 to Jul 10, 2026
- Financial planning clients · 0 to 11-25May 7, 2026 to Jul 10, 2026
- Discretionary RAUM · $0 to $650MMay 7, 2026 to Jul 10, 2026
- HNW RAUM · $0 to $595MMay 7, 2026 to Jul 10, 2026
- RAUM · $0 to $650MMay 7, 2026 to Jul 10, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@bridgecreekfinancial.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 918-392-1990reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- bridgecreekfinancial.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 918-392-1990reportedpublic record, Form ADV, Aug 31, 2026
- Contact form
- bridgecreekfinancial.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- bridgecreekfinancial.com/leadershipreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $325Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026