Miscellaneous Financial Investment Activities

📘 Source: U.S. Census Bureau — 2022 NAICS Manual

This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis. Illustrative Examples: Exchange clearinghouses, commodities or securities Stock quotation services Gas lease brokers' offices

NAICS code 523999 — Miscellaneous Financial Investment Activities — is used in SAM.gov to identify businesses whose primary activity falls within this classification. When you add this code to your SAM.gov entity registration, contracting officers searching for vendors in the Other Financial Investment Activities space will be able to find your business.

If this code represents your primary business activity, designate it as your primary NAICS code. Your primary NAICS code determines your size standard for any contract solicited under this code. With a size standard of $47M average annual receipts, your business must be at or below this threshold to qualify as a small business for set-aside contracts under NAICS 523999.

What is NAICS code 523999?

NAICS code 523999 is 'Miscellaneous Financial Investment Activities', classified under the Finance and Insurance sector (NAICS 52). This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contra

What is the SBA small business size standard for NAICS code 523999?

The SBA defines a small business under NAICS code 523999 (Miscellaneous Financial Investment Activities) as one with $47M average annual receipts. This size standard determines eligibility for small business set-aside contracts, 8(a), HUBZone, WOSB, and SDVOSB programs in SAM.gov.

How do I register NAICS code 523999 in SAM.gov?

To register NAICS code 523999 in SAM.gov: (1) Log in at sam.gov, (2) Navigate to your Entity Registration, (3) Go to the Assertions section, (4) Add 523999 (Miscellaneous Financial Investment Activities) to your NAICS code list. You may designate one code as your Primary NAICS code.