---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-170553"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2024-06-27T23:59:59+00:00"
generated_at: "2026-06-01T01:17:05.064927+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Stifel reports May 2024 total client assets of $466B, up 16% YoY and 3% sequentially

## Summary
- Total client assets $465.96B at May 31, up 16% YoY ($402.4B) and 3% from Apr ($454.0B).
- Fee-based client assets $176.46B, up 20% YoY ($147.6B) and 3% from Apr ($171.4B).
- Bank loans (net) $19.82B, down 5% YoY ($20.78B) and 1% from Apr ($19.96B).
- Client money market and insured product $26.23B, up 5% YoY, essentially flat month-over-month.
- CEO cites recruiting and market appreciation; investment banking environment improving but M&A timing uncertain.

## SEC filing metadata
- accession: 0001193125-24-170553
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2024-06-27T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312524170553/0001193125-24-170553-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312524170553/d837499d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-170553
- JSON: https://secwatch.observer/filing/0001193125-24-170553.json
- Plain text: https://secwatch.observer/filing/0001193125-24-170553.txt

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