{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-24-263413","form_type":"8-K","ticker":"SF","cik":"0000720672","company_name":"STIFEL FINANCIAL CORP","filed_at":"2024-11-21T23:59:59+00:00","discovered_at":"2026-05-14T18:03:10.907178+00:00","generated_at":"2026-05-29T21:23:46.841607+00:00","sec_items":["7.01","2.02","9.01"],"event_type":"other_material","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"Stifel reports Oct 2024 total client assets $493.5B, up 22% YoY; fee-based assets up 28%","bullets":["Total client assets of $493.5B as of Oct 31, 2024, up 22% YoY but 1% below Sep 2024 due to market declines.","Fee-based client assets $189.3B, up 28% YoY; Private Client Group fee-based assets $165.5B, also +28% YoY.","Client money market and insured product balances $27.6B, up 10% YoY and 2% MoM, driven by Smart Rate and Sweep growth.","Bank loans stable at $20.7B; CEO cites strong market appreciation and recruiting for asset growth.","October metrics reflect positive client cash trends and continued recruiting success despite monthly market pullback."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-263413","json":"https://secwatch.observer/filing/0001193125-24-263413.json","markdown":"https://secwatch.observer/filing/0001193125-24-263413.md","text":"https://secwatch.observer/filing/0001193125-24-263413.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/720672/000119312524263413/0001193125-24-263413-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/720672/000119312524263413/d695427d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-29T21:23:46.841607+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}