AI English summary of an SEC filing — figures as filed
Raymond James said client assets under administration as of January 31, 2026 were $1,803.8 billion, up 13% from a year earlier and 2% from the prior month. The company characterized this as $1.80 trillion.
Key points
AI summaryRaymond James said client assets under administration as of January 31, 2026 were $1,803.8 billion, up 13% from a year earlier and 2% from the prior month. The company characterized this as $1.80 trillion.
The company disclosed that Private Client Group assets under administration as of January 31 were $1,739.6 billion and Private Client Group assets in fee-based accounts were $1,062.4 billion. Fee-based account assets rose 18% from a year earlier.
Raymond James said clients' domestic cash sweep and Enhanced Savings Program balances as of January 31 were $55.0 billion, down 5% from the prior month and 4% from a year earlier. The company cited client quarterly fee billings collected in January and continued client reinvestment activity.
As of January 31, the company reported financial assets under management of $286.4 billion, up 14% from a year earlier, and bank loans, net of $53.8 billion, up 13%.
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 of $1.80 trillion
Raymond James said client assets under administration as of January 31, 2026 were $1,803.8 billion, up 13% from a year earlier and 2% from the prior month. The company characterized this as $1.80 trillion.
Source · Based on the filing body and exhibits
Private Client Group Assets
The company disclosed that Private Client Group assets under administration as of January 31 were $1,739.6 billion and Private Client Group assets in fee-based accounts were $1,062.4 billion. Fee-based account assets rose 18% from a year earlier.
Source · Based on the filing body and exhibits
Cash Sweep and Enhanced Savings Balances
Raymond James said clients' domestic cash sweep and Enhanced Savings Program balances as of January 31 were $55.0 billion, down 5% from the prior month and 4% from a year earlier. The company cited client quarterly fee billings collected in January and continued client reinvestment activity.
Source · Based on the filing body and exhibits
Financial Assets Under Management and Bank Loans
As of January 31, the company reported financial assets under management of $286.4 billion, up 14% from a year earlier, and bank loans, net of $53.8 billion, up 13%.
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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