---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-26-000028"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2026-01-15T23:59:59+00:00"
generated_at: "2026-05-16T10:15:41.605590+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.72
calibrated_materiality_score: 0.72
confidence: "high"
source: SEC EDGAR
---

# Raymond James to acquire Clark Capital Management Group with $46B AUM

## Summary
- Definitive agreement announced to acquire all outstanding shares of Clark Capital.
- Clark Capital manages over $46 billion in discretionary and non-discretionary assets.
- Closing expected by third calendar quarter of 2026, subject to regulatory approvals.
- Clark Capital will maintain its brand and operate as an independent boutique within Raymond James Investment Management.
- Existing Clark Capital leadership team, brand, investment capabilities, and service model will be retained.

## SEC filing metadata
- accession: 0000720005-26-000028
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2026-01-15T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.72
- calibrated_materiality_score: 0.72
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000526000028/0000720005-26-000028-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000526000028/rjf-20260115.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-26-000028
- JSON: https://secwatch.observer/filing/0000720005-26-000028.json
- Plain text: https://secwatch.observer/filing/0000720005-26-000028.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.