secwatch.observer — SEC 8-K summary
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Issuer:     STIFEL FINANCIAL CORP (SF)
CIK:        0000720672
Form:       8-K
Filed at:   2025-12-18T23:59:59+00:00
Accession:  0001193125-25-324847
Event type: other_material
Sentiment:  positive
Materiality: 0.65
Item codes: 7.01, 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Stifel reports record client assets of $553.6B in Nov; fee-based assets up 14% YoY
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- Total client assets reached a record $553.6B, up 8% YoY and 1% MoM.
- Fee-based client assets $224.7B, up 14% YoY; Private Client Group fee-based $196.5B.
- Treasury deposits $8.73B, nearly doubling YoY (+96%) and up 9% MoM.
- Client money market & insured product $25.7B, down 10% YoY but up 1% MoM.
- CEO cites strong recruiting and market gains; anticipates a strong Q4 despite government shutdown.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/720672/000119312525324847/0001193125-25-324847-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/720672/000119312525324847/d46253d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-324847

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer