---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-26-000063"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2026-06-24T20:20:53+00:00"
generated_at: "2026-06-24T20:22:19.373504+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Raymond James reports May 2026 record client assets of $1.92T, up 21% YoY

## Summary
- Client assets under administration hit $1.92T, up 21% YoY and 3% from April 2026.
- Private Client Group assets under administration $1.85T (+22% YoY); fee-based accounts $1.16T (+27% YoY).
- Financial assets under management $342.7B (+35% YoY, +15% MoM) including $37B from April 2026 Clark Capital acquisition.
- Bank loans $55.3B (+13% YoY, flat MoM); domestic cash sweep and Enhanced Savings $55.8B (+3% YoY, flat MoM).
- CEO notes robust advisor recruiting pipeline; investment banking timing remains uncertain.

## SEC filing metadata
- accession: 0000720005-26-000063
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2026-06-24T20:20:53+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720005/000072000526000063/0000720005-26-000063-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000526000063/rjf-20260624.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-26-000063
- JSON: https://secwatch.observer/filing/0000720005-26-000063.json
- Plain text: https://secwatch.observer/filing/0000720005-26-000063.txt

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