Stifel Financial's Total Client Assets Rise in July

Stifel Financial Corp. reported an increase in total client assets in July. The company's principal subsidiary is Stifel, Nicolaus & Company, Incorporated, which offers wealth management, investment banking, and institutional services. The Global Wealth Management segment includes the Private Client Group and Stifel Bancorp, while the Institutional Group segment focuses on institutional sales and trading. The Other segment includes interest income and expenses from stock borrow activities, investments, and more.

Stifel Financial Corp. (NYSE: SF) has released its July 2025 operating data, showcasing significant growth across key metrics. The company achieved record levels in total client assets of $522.3 billion, up 9% year-over-year, while fee-based client assets reached $209.1 billion, marking a 14% increase [1].

Notable highlights include an 87% surge in treasury deposits to $7.2 billion, demonstrating strong venture and fund deposit gathering capabilities. Bank loans increased by 1% to $21.6 billion, driven by Fund Banking and Residential lending growth. Client money market and insured product balances showed a slight decline of 2% year-over-year to $25.7 billion [1].

Stifel's July operating data reveals remarkable financial health across key metrics. Total client assets reached a record $522.3 billion, a 9% year-over-year increase, while fee-based assets grew an impressive 14% to $209.1 billion. These metrics indicate both market appreciation and successful client acquisition strategies, strengthening Stifel's wealth management foundation [1].

The standout metric is treasury deposits, which surged 87% to $7.2 billion, highlighting exceptional growth in venture and fund deposit gathering capabilities. This offset the minor 2% decline in client money market and insured products, demonstrating the resilience of Stifel's deposit strategy amid changing market conditions [1].

Bank loans showed modest but positive momentum, increasing 7% year-over-year and 1% month-over-month to $21.6 billion, primarily driven by Fund Banking and Residential lending segments. This controlled loan growth suggests prudent risk management while still pursuing expansion opportunities [1].

The consistent growth across multiple business segments reveals Stifel's balanced business model and effective execution. The substantial increase in fee-based assets is particularly valuable as it provides more stable, recurring revenue streams compared to transaction-based income. While monthly data shouldn't be directly extrapolated to earnings, these metrics collectively point to strong operational momentum and effective execution of Stifel's wealth management and banking strategies [1].

Stifel Financial Corp. is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners and Miller Buckfire business divisions; Keefe, Bruyette & Woods, Inc.; and Stifel Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited [1].

References:
[1] https://www.stocktitan.net/news/SF/stifel-reports-july-2025-operating-re9z7c2dww1z.html