---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-22-293407"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2022-11-28T23:59:59+00:00"
generated_at: "2026-06-21T12:53:09.892576+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.45
calibrated_materiality_score: 0.45
confidence: "high"
source: SEC EDGAR
---

# Stifel reports Oct client assets up 5% MoM to $382B, down 10% YoY; bank loans up 48% YoY

## Summary
- Total client assets $382.4B, +5% from Sep, -10% from Oct 2021.
- Fee-based client assets $142.2B, +5% MoM, -10% YoY.
- Bank loans net $21.2B, up 48% YoY and 1% MoM.
- Client money market & insured product $26.1B, flat MoM, +1% YoY.
- CEO cites successful cash initiatives and deposit growth; Institutional Group remains challenged.

## SEC filing metadata
- accession: 0001193125-22-293407
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2022-11-28T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.45
- calibrated_materiality_score: 0.45
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312522293407/0001193125-22-293407-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312522293407/d372519d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-22-293407
- JSON: https://secwatch.observer/filing/0001193125-22-293407.json
- Plain text: https://secwatch.observer/filing/0001193125-22-293407.txt

## Key facts
- Earnings Releases
  STIFEL FINANCIAL CORP reported preliminary financial results for October 31, 2022.
  - Period: October 31, 2022
  - Result: preliminary results
  source text: On November 28, 2022, Stifel Financial Corp. (the “Company”) issued a press release to disclose selected operating results for October 31, 2022.
  evidence_url: https://www.sec.gov/Archives/edgar/data/720672/000119312522293407/0001193125-22-293407-index.htm

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