---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-26-000073"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2026-08-19T20:18:36+00:00"
generated_at: "2026-08-19T20:20:08.267614+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Raymond James July 2026 client AUA record $1.93T, up 17% YoY

## Summary
- Client assets under administration $1,927.7B, up 17% YoY and slightly from June's $1,922.4B.
- Private Client Group AUA $1,859.9B (+17% YoY); fee-based accounts $1,155.1B (+21% YoY).
- Financial assets under management $344.6B, up 30% YoY; bank loans $56.3B, up 13% YoY.
- Domestic cash sweep & Enhanced Savings balances $56.7B, up 3% YoY but down 4% MoM.

## SEC filing metadata
- accession: 0000720005-26-000073
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2026-08-19T20:18:36+00:00
- event_type: other_material
- sentiment: positive
- 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/720005/000072000526000073/0000720005-26-000073-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000526000073/rjf-20260819.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-26-000073
- JSON: https://secwatch.observer/filing/0000720005-26-000073.json
- Plain text: https://secwatch.observer/filing/0000720005-26-000073.txt

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