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.

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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 61–80 of 641 contractors

ELITE MGMT GROUP, LLC
UEIRXYPAJJK14E8CAGE858P0
Location: NEWPORT NEWS, VA
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
EPOGEE CAPITAL MANAGEMENT LLC
UEIHN63CMHGC1E4CAGE11VA6
Location: MIDDLETON, MASocio-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
ERUO FTK ADVISORY LLC
DBA ERUO ADVISORY
UEIELEQQL8JTTQ5CAGE1AYJ6
Location: CHICAGO, ILSocio-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
FEDERAL BENEFITS LLC
DBA FEDERAL BENEFITS SERVICE INSURANCE AND FINANCIAL SOLUTIONS
UEIJVUPJSXLE7N8CAGE8YEW6
Location: FERNDALE, MISocio-economic status (SAM.gov): SBSDB
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
FEDERATED HERMES, INC.
UEINRN7G9R26RK9CAGE9HC60
Location: PITTSBURGH, PASocio-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
FIDUCIENT ADVISORS LLC
UEIDWH5C3N5L9F4CAGE1ALT2
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
FORTIS CAPITAL ADVISORS, LLC
UEITTD7NYZXNLQ6CAGE1AXG3
Location: PRAIRIE VLG, KSSocio-economic status (SAM.gov): SBVOSB
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
FRANK A VARVARIS
DBA FRANK A VARVARIS AND ASSOCIATES
UEIZ7CTBYD7QBN3CAGE5DEM7
Location: CEDAR RAPIDS, IASocio-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
FRANKLIN ADVISERS, INC
UEISD3YNLBRELK9CAGE1AVL6
Location: SAN MATEO, 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
GAARD CAPITAL LLC
UEIV4NFJAGDXG15CAGE145R3
Location: PARK CITY, UTSocio-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
GARCIA HAMILTON & ASSOCIATES LP
UEIFYQYGSH2NVA6CAGE9FMA7
Location: HOUSTON, TXSocio-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
GENERATIONAL WEALTH FINANCIAL GROUP, LLC
UEIRW2WZSQRZUB6CAGE23YD8
Location: SHAVANO PARK, TXSocio-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
GOLDMAN SACHS ASSET MANAGEMENT, L.P
UEITG1XXUNU7BU5CAGE66XG3
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 activeObligated, 36 mo: None on file
GOVERNMENT EMPLOYEES MUTUAL BENEFIT ASSOCIATION, INC
UEIDN4XPG8C9XR6CAGE9T7R5
Location: HANOVER, 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
GOVERNMENT PORTFOLIO ADVISORS LLC
UEIZPLVNS4GTGS6CAGE1G1C5
Location: PORTLAND, ORSocio-economic status (SAM.gov): SBWOSB
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
GRANT FOCUS LLC
UEIL5Q7SH8KXDQ6CAGE9DX56
Location: HAMPTON, 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 expiringObligated, 36 mo: None on file
GSR SERVICES LLC
UEITN7RHUS5JSJ9CAGE23Z42
Location: SUFFOLK, VASocio-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
G.S. WOODS FINANCIAL SOLUTIONS LLC
UEIN293LXKS9HE8CAGE8DQ09
Location: FOREST HILL, MDSocio-economic status (SAM.gov): SBVOSB
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
HIGGINS CAPITAL MANAGEMENT, INC.
UEIHC51ZMKNKB81CAGE8ARW2
Location: LA JOLLA, CASocio-economic status (SAM.gov): SBWOSB
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
INFINITUS WEALTH MANAGEMENT LLC
UEISR46UQV4SWG6CAGE11LL5
Location: NASHVILLE, TNSocio-economic status (SAM.gov): SBVOSBSDVOSB
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

Contractors listing NAICS 523940, page 4 of 33
Company	This code	Compliance	SAM.gov	Obligated, 36 mo
ELITE MGMT GROUP, LLC UEIRXYPAJJK14E8CAGE858P0 Location: NEWPORT NEWS, VA	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
EPOGEE CAPITAL MANAGEMENT LLC UEIHN63CMHGC1E4CAGE11VA6 Location: MIDDLETON, MASocio-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
ERUO FTK ADVISORY LLC DBA ERUO ADVISORY UEIELEQQL8JTTQ5CAGE1AYJ6 Location: CHICAGO, ILSocio-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
FEDERAL BENEFITS LLC DBA FEDERAL BENEFITS SERVICE INSURANCE AND FINANCIAL SOLUTIONS UEIJVUPJSXLE7N8CAGE8YEW6 Location: FERNDALE, MISocio-economic status (SAM.gov): SBSDB	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
FEDERATED HERMES, INC. UEINRN7G9R26RK9CAGE9HC60 Location: PITTSBURGH, PASocio-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
FIDUCIENT ADVISORS LLC UEIDWH5C3N5L9F4CAGE1ALT2 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
FORTIS CAPITAL ADVISORS, LLC UEITTD7NYZXNLQ6CAGE1AXG3 Location: PRAIRIE VLG, KSSocio-economic status (SAM.gov): SBVOSB	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
FRANK A VARVARIS DBA FRANK A VARVARIS AND ASSOCIATES UEIZ7CTBYD7QBN3CAGE5DEM7 Location: CEDAR RAPIDS, IASocio-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
FRANKLIN ADVISERS, INC UEISD3YNLBRELK9CAGE1AVL6 Location: SAN MATEO, 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
GAARD CAPITAL LLC UEIV4NFJAGDXG15CAGE145R3 Location: PARK CITY, UTSocio-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
GARCIA HAMILTON & ASSOCIATES LP UEIFYQYGSH2NVA6CAGE9FMA7 Location: HOUSTON, TXSocio-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
GENERATIONAL WEALTH FINANCIAL GROUP, LLC UEIRW2WZSQRZUB6CAGE23YD8 Location: SHAVANO PARK, TXSocio-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
GOLDMAN SACHS ASSET MANAGEMENT, L.P UEITG1XXUNU7BU5CAGE66XG3 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 active	None on file
GOVERNMENT EMPLOYEES MUTUAL BENEFIT ASSOCIATION, INC UEIDN4XPG8C9XR6CAGE9T7R5 Location: HANOVER, 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
GOVERNMENT PORTFOLIO ADVISORS LLC UEIZPLVNS4GTGS6CAGE1G1C5 Location: PORTLAND, ORSocio-economic status (SAM.gov): SBWOSB	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
GRANT FOCUS LLC UEIL5Q7SH8KXDQ6CAGE9DX56 Location: HAMPTON, 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 expiring	None on file
GSR SERVICES LLC UEITN7RHUS5JSJ9CAGE23Z42 Location: SUFFOLK, VASocio-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
G.S. WOODS FINANCIAL SOLUTIONS LLC UEIN293LXKS9HE8CAGE8DQ09 Location: FOREST HILL, MDSocio-economic status (SAM.gov): SBVOSB	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
HIGGINS CAPITAL MANAGEMENT, INC. UEIHC51ZMKNKB81CAGE8ARW2 Location: LA JOLLA, CASocio-economic status (SAM.gov): SBWOSB	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
INFINITUS WEALTH MANAGEMENT LLC UEISR46UQV4SWG6CAGE11LL5 Location: NASHVILLE, TNSocio-economic status (SAM.gov): SBVOSBSDVOSB	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

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

NAICS 523940

Work this industry

Contractors listing NAICS 523940

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