---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-042842"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2024-02-22T23:59:59+00:00"
generated_at: "2026-06-05T21:18:45.438583+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Stifel reports record client assets of $447B in January 2024, up 10% YoY

## Summary
- Total client assets $446.7B (+10% YoY, +1% MoM) reaching record levels.
- Fee-based client assets $166.7B (+11% YoY, +1% MoM); Private Client Group fee-based $146.7B (+11% YoY).
- Net bank loans $19.5B (-6% YoY, -1% MoM); client money market & insured product $26.1B (-4% YoY, -1% MoM).
- CEO cites strong equity markets, solid recruiting; seasonal sweep decline partly offset by Smart Rate growth.

## SEC filing metadata
- accession: 0001193125-24-042842
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2024-02-22T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312524042842/0001193125-24-042842-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312524042842/d524569d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-042842
- JSON: https://secwatch.observer/filing/0001193125-24-042842.json
- Plain text: https://secwatch.observer/filing/0001193125-24-042842.txt

## Key facts
- Earnings Releases
  STIFEL FINANCIAL CORP reported preliminary financial results for January 31, 2024.
  - Period: January 31, 2024
  - Result: preliminary results
  source text: Stifel Financial Corp. (NYSE: SF) today reported selected operating results for January 31, 2024
  evidence_url: https://www.sec.gov/Archives/edgar/data/720672/000119312524042842/0001193125-24-042842-index.htm

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