---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-039255"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2025-02-27T23:59:59+00:00"
generated_at: "2026-05-26T02:50:55.227577+00:00"
event_type: "other"
sentiment: "positive"
materiality_score: 0.4
calibrated_materiality_score: 0.4
confidence: "high"
source: SEC EDGAR
---

# Stifel reports Jan 2025 client assets $510B, up 14% YoY; fee-based assets +18%

## Summary
- Total client assets $509.7B as of Jan 31, 2025 vs $446.7B a year ago (+14%).
- Fee-based client assets $197.3B (+18% YoY); Private Client Group fee-based $172.5B (+18%).
- Client money market & insured products $27.9B (+7% YoY) but down 4% from Dec seasonal sweep decline.
- Bank loans net $21.1B (+8% YoY). CEO cites stronger markets and solid recruiting pipeline.

## SEC filing metadata
- accession: 0001193125-25-039255
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2025-02-27T23:59:59+00:00
- event_type: other
- sentiment: positive
- materiality_score: 0.4
- calibrated_materiality_score: 0.4
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312525039255/0001193125-25-039255-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312525039255/d925439d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-039255
- JSON: https://secwatch.observer/filing/0001193125-25-039255.json
- Plain text: https://secwatch.observer/filing/0001193125-25-039255.txt

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