NAICS 523940 · Finance and Insurance

NAICS 523940

641 active contractors list NAICS 523940 in SAM.gov; 481 are small under its SBA size standard and 183 list it as their primary NAICS.

Learn more about NAICS size standards

Search with filters Small businesses only

Active contractors: 641
Small under 523940SBA size standard for this code: 481
Primary NAICSTheir main line of business: 183
Hidden registrationsExcluded, expired or inactive: 12

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Live RFPs in this NAICS
Open SAM.gov solicitations coded 523940, matched to teaming partners.
Expiring awards
Incumbent contracts in 523940 heading to recompete in the next 18 months.
Small under 523940
Partners SAM.gov lists as small under this code: the size check a set-aside uses.

Size is NAICS-specific: a firm can be small under one code and other than small under another. Learn more about small business set-asides

Contractors listing NAICS 523940

Claimed profiles come first by membership level, then companies with 523940 as their primary NAICS, then federal obligations over the last 36 months. SPRS shows the highest blind bracket met, never the score. Learn more about blind SPRS brackets

12 registrations hidden because they are excluded, expired or inactive in SAM.gov. Include them

Showing 21–40 of 641 contractors

ALLSPRING GLOBAL INVESTMENTS, LLC
UEILSRKKGGDXXH5CAGE7K2B0
Location: CHARLOTTE, NC
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
AnnMarie Depoian
DBA Depoian Team
UEIC6QSBUHJNVK9CAGE995Z2
Location: ROCHESTER, NYSocio-economic status (SAM.gov): SBWOSBEDWOSB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
AON INVESTMENTS USA INC.
UEIT891YNH6AWF7CAGE3L7F3
Location: CHICAGO, IL
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
APPLEWOOD CAPITAL MANAGEMENT ASSOCIATES, LLC
UEIDP1VZXCB1LV7CAGE8TBK5
Location: SUMTER, SC
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
ARA ADVISERS, LLC
UEIW4K8TLHMCD84CAGE0Q4E1
Location: HOUSTON, TX
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
ARGA INVESTMENT MANAGEMENT, LIMITED PARTNERSHIP
DBA ARGA INVESTMENT MANAGEMENT LP
UEILY88LBFTZ8M6CAGE9D3G2
Location: MIAMI, FL
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
AWGF, LLC
UEIG23GXMAUTCQ6CAGE21AK5
Location: WEST HOLLYWOOD, CASocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
AXONIC CAPITAL LLC
UEILKEMNFNVCGU1CAGE7EAQ2
Location: NEW YORK, NY
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM expiringObligated, 36 mo: None on file
BASTION RESOURCES LLC
UEIP2YKLC8K21J1CAGE08L72
Location: WAYNESBORO, GASocio-economic status (SAM.gov): SBSDBVOSB
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
BATTLE OPPORTUNITIES GP, LLC
UEIJ1WWW8N7C1W1CAGE7JAC2
Location: ATLANTA, GA
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
BATTLE OPPORTUNITIES II GP, LLC
UEIRXKDNKLJBZW3CAGE98UK9
Location: ATLANTA, GA
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
BOLT INVESTMENTS LLC
UEIVF9KAARFLHD8CAGE9U0Z7
Location: ROCKVILLE, MDSocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
BRADSHAW WEALTH ADVISORS AND INSURANCE, LLC
DBA BRADSHAW WEALTH ADVISORS & INSURANCE LLC
UEIS8EUH294EJV3CAGE9LV27
Location: ORLANDO, FLSocio-economic status (SAM.gov): SBSDBVOSBSDVOSB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
BRAVO 4 FINANCIAL LLC
UEIFYKHP9B6C747CAGE9YFL3
Location: RENSSELAER, IN
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
CALABASH ASSET MANAGEMENT, LLC
UEIL9R3JJNCLU98CAGE8NVF5
Location: NORTH POTOMAC, MDSocio-economic status (SAM.gov): SBSDBWOSB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
CALLAIS CAPITAL MANAGEMENT, LLC
UEIZN18KHG5MF33CAGE139E4
Location: THIBODAUX, LASocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
CALLAN LLC
UEILXWWE8GXQVB3CAGE4B8U4
Location: SAN FRANCISCO, CA
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
CAMPBELL GLOBAL, LLC
DBA CAMPBELL GLOBAL
UEIL671NXRJ4WH5CAGE7GZF1
Location: PORTLAND, ORSocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
CAMPBELL WEALTH PARTNERS, LLC
UEIDSDPPAEAGBE3CAGE1ARC3
Location: HOUSTON, TX
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
CAPFINANCIAL PARTNERS, LLC
DBA CAPTRUST FINANCIAL ADVISORS
UEIN6A6BVYDTF41CAGE52PM5
Location: RALEIGH, NC
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file

Contractors listing NAICS 523940, page 2 of 33
Company	This code	Compliance	SAM.gov	Obligated, 36 mo
ALLSPRING GLOBAL INVESTMENTS, LLC UEILSRKKGGDXXH5CAGE7K2B0 Location: CHARLOTTE, NC	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
AnnMarie Depoian DBA Depoian Team UEIC6QSBUHJNVK9CAGE995Z2 Location: ROCHESTER, NYSocio-economic status (SAM.gov): SBWOSBEDWOSB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
AON INVESTMENTS USA INC. UEIT891YNH6AWF7CAGE3L7F3 Location: CHICAGO, IL	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
APPLEWOOD CAPITAL MANAGEMENT ASSOCIATES, LLC UEIDP1VZXCB1LV7CAGE8TBK5 Location: SUMTER, SC	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
ARA ADVISERS, LLC UEIW4K8TLHMCD84CAGE0Q4E1 Location: HOUSTON, TX	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
ARGA INVESTMENT MANAGEMENT, LIMITED PARTNERSHIP DBA ARGA INVESTMENT MANAGEMENT LP UEILY88LBFTZ8M6CAGE9D3G2 Location: MIAMI, FL	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
AWGF, LLC UEIG23GXMAUTCQ6CAGE21AK5 Location: WEST HOLLYWOOD, CASocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
AXONIC CAPITAL LLC UEILKEMNFNVCGU1CAGE7EAQ2 Location: NEW YORK, NY	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM expiring	None on file
BASTION RESOURCES LLC UEIP2YKLC8K21J1CAGE08L72 Location: WAYNESBORO, GASocio-economic status (SAM.gov): SBSDBVOSB	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
BATTLE OPPORTUNITIES GP, LLC UEIJ1WWW8N7C1W1CAGE7JAC2 Location: ATLANTA, GA	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
BATTLE OPPORTUNITIES II GP, LLC UEIRXKDNKLJBZW3CAGE98UK9 Location: ATLANTA, GA	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
BOLT INVESTMENTS LLC UEIVF9KAARFLHD8CAGE9U0Z7 Location: ROCKVILLE, MDSocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
BRADSHAW WEALTH ADVISORS AND INSURANCE, LLC DBA BRADSHAW WEALTH ADVISORS & INSURANCE LLC UEIS8EUH294EJV3CAGE9LV27 Location: ORLANDO, FLSocio-economic status (SAM.gov): SBSDBVOSBSDVOSB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
BRAVO 4 FINANCIAL LLC UEIFYKHP9B6C747CAGE9YFL3 Location: RENSSELAER, IN	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
CALABASH ASSET MANAGEMENT, LLC UEIL9R3JJNCLU98CAGE8NVF5 Location: NORTH POTOMAC, MDSocio-economic status (SAM.gov): SBSDBWOSB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
CALLAIS CAPITAL MANAGEMENT, LLC UEIZN18KHG5MF33CAGE139E4 Location: THIBODAUX, LASocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
CALLAN LLC UEILXWWE8GXQVB3CAGE4B8U4 Location: SAN FRANCISCO, CA	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
CAMPBELL GLOBAL, LLC DBA CAMPBELL GLOBAL UEIL671NXRJ4WH5CAGE7GZF1 Location: PORTLAND, ORSocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
CAMPBELL WEALTH PARTNERS, LLC UEIDSDPPAEAGBE3CAGE1ARC3 Location: HOUSTON, TX	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
CAPFINANCIAL PARTNERS, LLC DBA CAPTRUST FINANCIAL ADVISORS UEIN6A6BVYDTF41CAGE52PM5 Location: RALEIGH, NC	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file

Codes these contractors list most often alongside 523940: natural teaming adjacencies.

NAICS 523940

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Contractors listing NAICS 523940

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