---
schema_version: "secwatch.filing_event.v1"
accession: "0000720005-26-000077"
form_type: "8-K"
ticker: "RJF"
cik: "0000720005"
company_name: "RAYMOND JAMES FINANCIAL INC"
filed_at: "2026-09-23T20:23:54+00:00"
generated_at: "2026-09-23T20:25:09.134508+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Raymond James reports record AUA of $1.97T for August, up 16% YoY

## Summary
- Record AUA $1.97T, up 16% YoY and 2% sequentially on higher markets and strong advisor retention/recruiting.
- Private Client Group AUA $1.8997T (+17% YoY); fee-based accounts $1.1812T (+21% YoY).
- Financial assets under management $350.5B, up 30% YoY; bank loans net $56.4B, up 12% YoY.
- Domestic cash sweep and Enhanced Savings balances $57.4B, up 6% YoY and 1% sequentially.
- CEO cites strong investment banking pipelines but uncertain closing timing.

## SEC filing metadata
- accession: 0000720005-26-000077
- form_type: 8-K
- ticker: RJF
- cik: 0000720005
- company_name: RAYMOND JAMES FINANCIAL INC
- filed_at: 2026-09-23T20:23:54+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/720005/000072000526000077/0000720005-26-000077-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720005/000072000526000077/rjf-20260923.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000720005-26-000077
- JSON: https://secwatch.observer/filing/0000720005-26-000077.json
- Plain text: https://secwatch.observer/filing/0000720005-26-000077.txt

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