{"schema_version":"secwatch.filing_event.v1","accession":"0001397911-24-000103","form_type":"8-K","ticker":"LPLA","cik":"0001397911","company_name":"LPL Financial Holdings Inc.","filed_at":"2024-07-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:12.908667+00:00","generated_at":"2026-05-31T16:14:24.768969+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"LPL Financial Q2 net income $244M, EPS $3.23 down 12% YoY; adjusted EPS $3.88 down 2%","bullets":["Net income of $244M, diluted EPS of $3.23, down 12% YoY; adjusted EPS of $3.88, down 2% YoY.","Total advisory and brokerage assets hit $1.5T (+21% YoY); advisory assets $829B (+25% YoY), representing 55.4% of total.","Organic net new assets of $29B (8% annualized); organic net new advisory assets of $27B (13% annualized).","Recruited assets $24B in quarter, trailing twelve months $93B (+55% YoY); advisor count 23,462, up 578 sequentially.","Client cash balances of $44B, down $2B sequentially and $6B YoY; as % of assets 2.9%, down from 4.0% a year ago."],"urls":{"canonical":"https://secwatch.observer/filing/0001397911-24-000103","json":"https://secwatch.observer/filing/0001397911-24-000103.json","markdown":"https://secwatch.observer/filing/0001397911-24-000103.md","text":"https://secwatch.observer/filing/0001397911-24-000103.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1397911/000139791124000103/0001397911-24-000103-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1397911/000139791124000103/lpla-20240725.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-31T16:14:24.768969+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}