AI English summary of an SEC filing — figures as filed
The company said client assets under administration as of October 31, 2025 were $1,751.0 billion ($1.75 trillion), up 13% from a year earlier and 1% from September 30, 2025.
Key points
AI summaryThe company said client assets under administration as of October 31, 2025 were $1,751.0 billion ($1.75 trillion), up 13% from a year earlier and 1% from September 30, 2025.
Raymond James said Private Client Group assets under administration as of October 31, 2025 were $1,686.7 billion, up 14% from a year earlier and 1% from September 30, 2025.
The company said Private Client Group assets in fee-based accounts as of October 31, 2025 were $1,023.4 billion, up 19% from a year earlier and 2% from September 30, 2025.
Raymond James said domestic cash sweep and Enhanced Savings Program balances as of October 31, 2025 were $55.5 billion, down 2% from September 30, 2025 and down 4% from a year earlier.
Summary
AI-writtenAnalysis 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 $1.75 trillion
The company said client assets under administration as of October 31, 2025 were $1,751.0 billion ($1.75 trillion), up 13% from a year earlier and 1% from September 30, 2025.
Source · Based on the filing body and exhibits
Private Client Group Assets $1,686.7 billion
Raymond James said Private Client Group assets under administration as of October 31, 2025 were $1,686.7 billion, up 14% from a year earlier and 1% from September 30, 2025.
Source · Based on the filing body and exhibits
Fee-Based Account Assets $1,023.4 billion
The company said Private Client Group assets in fee-based accounts as of October 31, 2025 were $1,023.4 billion, up 19% from a year earlier and 2% from September 30, 2025.
Source · Based on the filing body and exhibits
Cash Sweep Balances $55.5 billion
Raymond James said domestic cash sweep and Enhanced Savings Program balances as of October 31, 2025 were $55.5 billion, down 2% from September 30, 2025 and down 4% from a year earlier.
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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