---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-26-000058"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2026-05-20T20:21:58+00:00"
generated_at: "2026-05-20T20:29:37.999732+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Raymond James reports record client assets of $1.87T in Apr, up 22% YoY

## Summary
- Client assets under admin reached record $1.87T, up 22% YoY and 6% sequentially.
- PCG fee-based assets rose 28% YoY to $1.12T; up 7% vs March 2026.
- Domestic cash sweep & Enhanced Savings balances flat YoY at $55.6B, down 4% sequentially.
- Acquisition of Clark Capital Management closed Apr 30; FUM metric excludes its impact.
- CEO cites strong equity markets and net inflows; IB pipeline active but closing timing uncertain.

## SEC filing metadata
- accession: 0000720005-26-000058
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2026-05-20T20:21:58+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000526000058/0000720005-26-000058-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000526000058/rjf-20260520.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-26-000058
- JSON: https://secwatch.observer/filing/0000720005-26-000058.json
- Plain text: https://secwatch.observer/filing/0000720005-26-000058.txt

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