---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-079737"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2024-03-28T23:59:59+00:00"
generated_at: "2026-06-04T06:46:12.240572+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Stifel reports record total client assets of $458B and fee-based assets of $172B in February

## Summary
- Total client assets $457.9B, up 14% YoY and 3% from January; fee-based assets $172.1B, up 16% YoY.
- Private Client Group fee-based assets $151.3B, up 16% YoY.
- Client money market and insured products $26.3B, down 2% YoY but up 1% from January.
- Bank loans (net) $19.6B, down 6% YoY and flat MoM.
- CEO cites strong equity markets and FA recruiting driving growth; investment banking deal delays remain a headwind.

## SEC filing metadata
- accession: 0001193125-24-079737
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2024-03-28T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312524079737/0001193125-24-079737-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312524079737/d783616d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-079737
- JSON: https://secwatch.observer/filing/0001193125-24-079737.json
- Plain text: https://secwatch.observer/filing/0001193125-24-079737.txt

## Key facts
- Earnings Releases
  STIFEL FINANCIAL CORP reported preliminary financial results for February 29, 2024.
  - Period: February 29, 2024
  - Result: preliminary results
  source text: Stifel Financial Corp. (NYSE: SF) today reported selected operating results for February 29, 2024
  evidence_url: https://www.sec.gov/Archives/edgar/data/720672/000119312524079737/0001193125-24-079737-index.htm

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