---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-226940"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2024-09-26T23:59:59+00:00"
generated_at: "2026-05-31T01:42:35.299504+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Stifel reports Aug 2024 client assets up 15% YoY to $489B; fee-based +20%

## Summary
- Total client assets $489.2B, up 15% YoY from $424.9B.
- Fee-based client assets $187.3B, up 20% YoY from $156.4B.
- Client money market and insured product $26.5B, up 4% YoY and 1% MoM.
- CEO expects stronger H2 investment banking revenue vs H1 as activity levels increase.
- Growth attributed to solid recruiting and market appreciation.

## SEC filing metadata
- accession: 0001193125-24-226940
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2024-09-26T23:59:59+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/720672/000119312524226940/0001193125-24-226940-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312524226940/d872297d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-226940
- JSON: https://secwatch.observer/filing/0001193125-24-226940.json
- Plain text: https://secwatch.observer/filing/0001193125-24-226940.txt

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