---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-26-000038"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2026-02-18T23:59:59+00:00"
generated_at: "2026-05-16T02:13:31.848651+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Raymond James Financial reports record client AUA of $1.80T in January, up 13% YoY

## Summary
- Client assets under administration reached $1.80 trillion, up 13% year-over-year and 2% month-over-month.
- Private Client Group assets under administration rose 14% YoY to $1.74 trillion.
- Fee-based account assets hit $1.06 trillion, up 18% YoY.
- Domestic cash sweep and Enhanced Savings Program balances fell 5% sequentially to $55.0 billion.
- CEO Paul Shoukry cited higher equity markets and strong advisor recruiting pipeline.

## SEC filing metadata
- accession: 0000720005-26-000038
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2026-02-18T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000526000038/0000720005-26-000038-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000526000038/rjf-20260218.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-26-000038
- JSON: https://secwatch.observer/filing/0000720005-26-000038.json
- Plain text: https://secwatch.observer/filing/0000720005-26-000038.txt

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