secwatch.observer — SEC 8-K summary
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Issuer:     RAYMOND JAMES FINANCIAL INC (RJF)
CIK:        0000720005
Form:       8-K
Filed at:   2026-01-15T23:59:59+00:00
Accession:  0000720005-26-000028
Event type: m_and_a
Sentiment:  positive
Materiality: 0.72
Item codes: 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000028/0000720005-26-000028-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000028/rjf-20260115.htm
  HTML page:      https://secwatch.observer/filing/0000720005-26-000028

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer