secwatch.observer — SEC 8-K summary
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Issuer:     RAYMOND JAMES FINANCIAL INC (RJF)
CIK:        0000720005
Form:       8-K
Filed at:   2026-06-24T20:20:53+00:00
Accession:  0000720005-26-000063
Event type: other_material
Sentiment:  neutral
Materiality: 0.50
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000063/0000720005-26-000063-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000063/rjf-20260624.htm
  HTML page:      https://secwatch.observer/filing/0000720005-26-000063

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