---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-125072"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2025-05-22T23:59:59+00:00"
generated_at: "2026-05-20T19:25:35.916634+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.5
calibrated_materiality_score: 0.5
confidence: "high"
source: SEC EDGAR
---

# Stifel reports April 2025 client assets up 7% YoY to $485.6B; fee-based assets up 11%

## Summary
- Total client assets of $485.6B as of April 30, 2025, up 7% from $454.0B a year ago.
- Fee-based client assets of $190.5B, up 11% YoY; Private Client Group fee-based assets $166.0B.
- Bank loans net of $21.5B increased 8% YoY; client money market and insured product $26.1B, down 5% from March.
- CEO cites market appreciation and advisor recruiting for asset growth; money market decline attributed to seasonality.

## SEC filing metadata
- accession: 0001193125-25-125072
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2025-05-22T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.5
- calibrated_materiality_score: 0.5
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312525125072/0001193125-25-125072-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312525125072/d936858d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-125072
- JSON: https://secwatch.observer/filing/0001193125-25-125072.json
- Plain text: https://secwatch.observer/filing/0001193125-25-125072.txt

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