secwatch.observer — SEC 8-K summary
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Issuer:     RAYMOND JAMES FINANCIAL INC (RJF)
CIK:        0000720005
Form:       8-K
Filed at:   2026-02-18T23:59:59+00:00
Accession:  0000720005-26-000038
Event type: other_material
Sentiment:  positive
Materiality: 0.60
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000038/0000720005-26-000038-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000038/rjf-20260218.htm
  HTML page:      https://secwatch.observer/filing/0000720005-26-000038

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