---
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"
generated_at: "2026-05-29T21:23:46.841607+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Stifel reports Oct 2024 total client assets $493.5B, up 22% YoY; fee-based assets up 28%

## Summary
- 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.

## SEC filing metadata
- 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
- 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/720672/000119312524263413/0001193125-24-263413-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312524263413/d695427d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-263413
- JSON: https://secwatch.observer/filing/0001193125-24-263413.json
- Plain text: https://secwatch.observer/filing/0001193125-24-263413.txt

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