{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-24-000005","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2024-02-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.053780+00:00","generated_at":"2026-06-06T10:52:16.855444+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"LPL Financial Q4 adjusted EPS falls 17% YoY to $3.51; full-year adjusted EPS up 36% to $15.72","bullets":["Q4 net income $218M ($2.85 diluted EPS), down 28% YoY; adjusted EPS $3.51 (-17% YoY).","Total advisory and brokerage assets $1.35T (+22% YoY); advisory assets $736B (54.3% of total).","Organic net new assets $25B in Q4 (8% annualized); full-year organic net new assets $100B (9% growth).","Advisor count 22,660 (+1,385 YoY); recruited assets $17B in Q4, $80B for full year.","Share repurchases $225M in Q4 and $1.1B for full year; leverage ratio 1.63x."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-24-000005","json":"https://secwatch.observer/filing/0001397911-24-000005.json","markdown":"https://secwatch.observer/filing/0001397911-24-000005.md","text":"https://secwatch.observer/filing/0001397911-24-000005.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791124000005/0001397911-24-000005-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791124000005/lpla-20240201.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T10:52:16.855444+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"2917bebd180a6148adae5f6c1fa116f8abab5211","claim":"LPL Financial Holdings Inc. reported three and twelve months ended December 31, 2023 results: net income $218 million, EPS $2.85.","evidence_excerpt":"On February 1, 2024, LPL Financial Holdings Inc. (collectively with its subsidiaries, the “Company”) issued a press release announcing its financial results for the three and twelve months ended December 31, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1397911/000139791124000005/0001397911-24-000005-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three and twelve months ended December 31, 2023"},{"label":"Net income","value":"$218 million"},{"label":"EPS","value":"$2.85"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}