RFG Advisory Caps Transformational 2025 with Strategic Platform Enhancements

A purpose-driven year of innovation strengthens RFG’s position as “The RIA of the Future.”

BIRMINGHAM, Ala.--(BUSINESS WIRE)--RFG Advisory (“RFG”), an innovator in the wealth management industry dedicated to helping independent financial Advisors build their business without compromise, closes 2025 with deliberate, forward-looking growth that augmented its platform and deepened its ability to support advisors and their clients.

Throughout 2025, RFG executed an intentional strategy to elevate its platform, expand its talent bench and reinforce its mission to help advisors build enterprise value, eliminate friction, and deliver an exceptional client experience. The firm significantly expanded and upgraded RFG Technology, moving toward an integrated, AI-powered ecosystem.

Key additions, including Wealth.com, Zocks, Measured, and 401Go, were selected to automate operational tasks, streamline planning and compliance workflows, and create real-time data intelligence. These enhancements align with RFG’s commitment to delivering a seamless ecosystem where tools work together, not in silos.

RFG also launched StrongHer Money, which equips advisors with the knowledge, resources, and community they need to confidently attract, win, and serve women investors. Through education, tools, coaching, and community, the program drives intentional growth within one of the fastest-expanding market segments in wealth management.

Additionally, RFG enhanced Bluemonte Investment Management through the launch of Bluemonte ETFs, a coordinated suite of ETFs designed to streamline portfolio construction, deliver consistent, client-aligned outcomes, and potentially enhance tax efficiency. As of Dec. 9, Bluemonte serves more than 6,200 households across more than 13,000 accounts and has grown to $2.09 billion in AUM.

These platform advancements were matched by strategic leadership appointments and advisor team additions that position RFG for its next phase of growth. The firm appointed industry veteran Ed Swenson as president, whose decision to join RFG underscores his conviction that the RIA model represents the winning path for advisors and clients alike. The firm also welcomed several new advisor teams throughout the year, including:

• Cambium Wealth Partners — founded by Tom Taylor, CFP®.
• TrekNorth Investment Management — founded by Jarrod Biebel, AIF®.
• Licata Financial Design — founded by Kirk Licata, CFP®.

RFG recorded strong growth across assets under management, advisor onboarding and operational efficiency. The firm began the year with $5.6 billion in AUM and reached $7.3 billion as of Nov. 30. RFG posted a 13 percent organic growth rate and continued to deliver onboarding support with an average transition time of 39 days to onboard 80 percent of client assets. During 2025, RFG added 17 new advisors.

“Advisors don’t need more noise or empty promises. They need a platform that truly elevates their work and gives them the confidence to grow,” said Shannon Spotswood, CEO of RFG Advisory. “Every action we took this year supports that mission. We are not focused on checking boxes. We are focused on building the future of independent advice.”

Advisors interested in learning more about partnering with RFG to build their business should visit rfgadvisory.com.

About RFG Advisory

RFG Advisory is an award-winning platform dedicated to helping independent advisors build their business without compromise. An innovator in the wealth management industry, RFG equips advisors with the infrastructure, support, and community to thrive while building enterprise value. Every element of the platform is designed to create time and space for what matters most to advisors: serving clients and growing their business. From transition support that averages 39 days or less to integrated marketing, talent and client service resources, streamlined back-office operations, institutional-grade investment management, and modern technology infrastructure, RFG delivers the partnership advisors need to grow efficiently and intentionally. At the heart of RFG is a community of entrepreneurs who share a commitment to excellence, collaboration, and innovation. With access to flexible capital solutions and ownership opportunities, advisors have the freedom to align their business strategy with their long-term vision and build something bigger than themselves. To learn more, visit: rfgadvisory.com. For more information on RFG Advisory's awards, please visit rfgadvisory.com/awards.

Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds, please visit https://www.bluemontefunds.com/investor-materials. Read the prospectus or summary prospectus carefully before investing.

The Funds are distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA 19456). Exchange Traded Concepts, LLC serves as the investment adviser to the Funds and RFG Advisory, LLC serves as the investment sub-adviser to the Funds. SEI is not affiliated with Bluemonte Investment Management, RFG Advisory, LLC, or Exchange Traded Concepts, LLC or any of their affiliates.

Investing involves risk, including possible loss of principal. There is no guarantee the Funds will achieve their stated investment objectives.

The Funds may trade securities actively, which could increase transaction costs (and lower performance) and could increase taxable short-term gains.

To the extent the Funds focus on one or more sectors, the Funds may be subject to increased volatility and risk of loss if adverse developments occur. Because the Funds are non-diversified, they may invest in a smaller number of issuers and may be more exposed to risks and volatility than a more broadly diversified fund.