secwatch.observer — SEC 8-K summary
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Issuer:     RAYMOND JAMES FINANCIAL INC (RJF)
CIK:        0000720005
Form:       8-K
Filed at:   2026-09-23T20:23:54+00:00
Accession:  0000720005-26-000077
Event type: other_material
Sentiment:  positive
Materiality: 0.50
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000077/0000720005-26-000077-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720005/000072000526000077/rjf-20260923.htm
  HTML page:      https://secwatch.observer/filing/0000720005-26-000077

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