---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-191243"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2025-08-28T23:59:59+00:00"
generated_at: "2026-05-17T09:34:26.539517+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Stifel reports record client assets $522.3B, up 9% YoY; treasury deposits surge 87%

## Summary
- Total client assets of $522.3B at July 31, 2025, a record level, up 9% YoY and 1% from June.
- Fee-based client assets of $209.1B, up 14% YoY to a record, driven by market appreciation and net new assets.
- Treasury deposits of $7.2B surged 87% YoY, offsetting a modest 2% decline in client money market and insured products.
- Bank loans net of $21.6B rose 7% YoY and 1% month-over-month on higher Fund Banking and Residential lending.
- CEO Kruszewski cited strong momentum from ongoing market gains and net asset inflows.

## SEC filing metadata
- accession: 0001193125-25-191243
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2025-08-28T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/720672/000119312525191243/0001193125-25-191243-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312525191243/d58503d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-191243
- JSON: https://secwatch.observer/filing/0001193125-25-191243.json
- Plain text: https://secwatch.observer/filing/0001193125-25-191243.txt

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