---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-23-046526"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2023-02-23T23:59:59+00:00"
generated_at: "2026-06-19T03:33:47.552720+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Stifel reports Jan 2023 client assets up 5% from Dec; deposits stable

## Summary
- Total client assets $407.8B, up 5% from Dec 2022 but down 3% YoY.
- Fee-based client assets $150.9B, up 4% from Dec, down 4% YoY.
- Bank loans net $20.8B, up 22% YoY and 1% from Dec.
- Client money market and insured product $27.3B, down 2% YoY and 1% from Dec.
- CEO says client deposits stable; institutional environment challenging but Jan results in line with Q4 outlook.

## SEC filing metadata
- accession: 0001193125-23-046526
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2023-02-23T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312523046526/0001193125-23-046526-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312523046526/d465894d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-23-046526
- JSON: https://secwatch.observer/filing/0001193125-23-046526.json
- Plain text: https://secwatch.observer/filing/0001193125-23-046526.txt

## Key facts
- Earnings Releases
  STIFEL FINANCIAL CORP reported preliminary financial results for January 31, 2023.
  - Period: January 31, 2023
  - Result: preliminary results
  source text: Stifel Financial Corp. (NYSE: SF) today reported selected operating results for January 31, 2023
  evidence_url: https://www.sec.gov/Archives/edgar/data/720672/000119312523046526/0001193125-23-046526-index.htm

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