---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-24-282024"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2024-12-19T23:59:59+00:00"
generated_at: "2026-05-29T01:51:07.090570+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Stifel reports record Nov client assets of $514B; fee-based assets hit $197B

## Summary
- Total client assets $514B, up 4% MoM and 20% YoY, a record high.
- Fee-based client assets $197B (+25% YoY, +4% MoM) also a record.
- Client money market and insured product balances $28.6B (+3% MoM, +12% YoY).
- Bank loans essentially flat at $20.7B vs. prior month and year ago.
- CEO cites improving institutional group environment and rising investment banking pipelines.

## SEC filing metadata
- accession: 0001193125-24-282024
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2024-12-19T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312524282024/0001193125-24-282024-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312524282024/d96008d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-24-282024
- JSON: https://secwatch.observer/filing/0001193125-24-282024.json
- Plain text: https://secwatch.observer/filing/0001193125-24-282024.txt

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