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FullCircle Wealth
FullCircle Wealth was established in 2012 as a Texas-based registered investment adviser, with Brent Sikes as its lead advisor supported by Jamie Jenkins and...
FullCircle Wealth
FullCircle Wealth was established in 2012 as a Texas-based registered investment adviser, with Brent Sikes as its lead advisor supported by Jamie Jenkins and Leo Abundez on the client service team. The firm positions itself for ultra-high-net-worth and multi-generational families, approaching each engagement as a collaborative conversation that begins with listening rather than prescribing product. The advisory team emphasizes follow-through and open communication to help families navigate complex financial topics with greater clarity. FullCircle’s service model sits atop the Wealth Enhancement platform, a structure that allows the McKinney-based team to draw on national-scale planning resources while maintaining a local-family advisory feel. The firm does not promote specific investment products or asset-class allocations on its website; instead, it directs prospective clients toward a complimentary consultation to begin crafting a financial plan. The client base includes government entities and captive insurance companies alongside private wealth. A three-person team in a single office at 6950 TPC Drive in McKinney, FullCircle operates without published AUM figures or a named CIO. The partnership with Wealth Enhancement effectively provides the back-office scale, investment management, and service offering breadth that a boutique RIA could not replicate independently. No separate philanthropic foundation, real-asset arm, or club membership is disclosed.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
McKinney
Corporate office
6950 TPC Dr Suite 110, McKinney, TX 75070, United States
Principals
Brent Sikes
Advisor
Jamie Jenkins
Client Service Team
Leo Abundez
Client Service Team
Frequently asked questions
Who runs FullCircle Wealth's advisory decisions?
Brent Sikes is the lead advisor listed on the firm's website. He is supported by Jamie Jenkins and Leo Abundez, who make up the client service team. No separate CIO or investment committee is disclosed, suggesting that asset management is handled through the Wealth Enhancement platform rather than by an in-house investment team.
How does FullCircle Wealth source its clients?
The firm relies on a referral-based and consultation-driven model. Its website invites prospective clients to schedule a no-obligation meeting, stating they will be matched with a Wealth Enhancement advisor and begin crafting a financial plan. The firm also asks visitors who referred them, indicating that warm introductions and peer referrals are a core channel.
What is the relationship between FullCircle Wealth and Wealth Enhancement?
FullCircle Wealth has been absorbed into the Wealth Enhancement platform. The arrangement allows FullCircle's local advisory team to tap into Wealth Enhancement's national service offering, operational resources, and planning infrastructure. From a client perspective, FullCircle retains its local-team identity while sitting inside a larger wealth management enterprise.
Does FullCircle Wealth manage assets directly or allocate to external managers?
The firm's service description emphasizes financial planning, investment management, and portfolio management, but it does not disclose a proprietary fund lineup or an internal CIO structure. Given the partnership with Wealth Enhancement, it is likely that portfolio construction and investment selection draw on the platform's models and manager relationships.
What types of clients does FullCircle Wealth work with?
FullCircle targets ultra-high-net-worth and multi-generational families, alongside government entities and captive insurance companies. Its planning approach is designed to coordinate priorities across generations and time horizons, with a focus on families that require careful coordination of complex financial topics.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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