The company said client assets under administration stood at $1,583.0 billion as of May 31, 2025, up 9% from May 31, 2024 and 3% from April 30, 2025.

8-KRegulation FD DisclosureFiled Jun 25, 2025Period of report Jun 25, 2025Summary published (UTC) Oct 17, 2026

Key points

AI summary

The company said client assets under administration stood at $1,583.0 billion as of May 31, 2025, up 9% from May 31, 2024 and 3% from April 30, 2025.
The company disclosed that as of May 31, 2025, Private Client Group assets under administration were $1,520.8 billion (9% year-over-year), and Private Client Group assets in fee-based accounts were $909.1 billion (13% year-over-year).
The company disclosed that as of May 31, 2025, financial assets under management were $254.2 billion (12% year-over-year), and bank loans, net, were $49.1 billion (11% year-over-year).
Raymond James said clients' domestic cash sweep and Enhanced Savings Program balances were $54.2 billion as of May 31, 2025, down 4% year over year and 3% from the prior month.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Client assets under administration as of end of May

The company said client assets under administration stood at $1,583.0 billion as of May 31, 2025, up 9% from May 31, 2024 and 3% from April 30, 2025.

Source · Based on the filing body and exhibits

Private Client Group assets and fee-based account assets

The company disclosed that as of May 31, 2025, Private Client Group assets under administration were $1,520.8 billion (9% year-over-year), and Private Client Group assets in fee-based accounts were $909.1 billion (13% year-over-year).

Source · Based on the filing body and exhibits

Financial assets under management and bank loans, net

The company disclosed that as of May 31, 2025, financial assets under management were $254.2 billion (12% year-over-year), and bank loans, net, were $49.1 billion (11% year-over-year).

Source · Based on the filing body and exhibits

Clients' domestic cash sweep and Enhanced Savings Program balances

Raymond James said clients' domestic cash sweep and Enhanced Savings Program balances were $54.2 billion as of May 31, 2025, down 4% year over year and 3% from the prior month.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

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