---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-25-217538"
form_type: "8-K"
ticker: "SF"
cik: "0000720672"
company_name: "STIFEL FINANCIAL CORP"
filed_at: "2025-09-25T23:59:59+00:00"
generated_at: "2026-05-17T05:43:27.150991+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 total client assets of $532.7B and fee-based assets up 14% YoY

## Summary
- Total client assets $532.7B, up 9% YoY and 2% MoM; fee-based client assets $213.6B, up 14% YoY.
- Private Client Group fee-based assets $186.7B (+14% YoY).
- Treasury deposits $7.6B, up 79% YoY and 6% MoM; client money market/insured product down 4% YoY.
- CEO cites improved capital raising and M&A environment; expects stronger H2 2025 barring market downturn.

## SEC filing metadata
- accession: 0001193125-25-217538
- form_type: 8-K
- ticker: SF
- cik: 0000720672
- company_name: STIFEL FINANCIAL CORP
- filed_at: 2025-09-25T23:59:59+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/720672/000119312525217538/0001193125-25-217538-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/720672/000119312525217538/d10226d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-25-217538
- JSON: https://secwatch.observer/filing/0001193125-25-217538.json
- Plain text: https://secwatch.observer/filing/0001193125-25-217538.txt

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