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

Work this industry

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 81–100 of 641 contractors

IN HIS HANDS FINANCIAL LLC
UEICR1VC9LAZZ87CAGE19YM8
Location: GREENSBORO, 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
INSIGHT NORTH AMERICA LLC
UEISEVNE3T9Y8C7CAGE17GS3
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
INS REGULATORY INSURANCE SERVICES, INC
UEIFASHN465FLX3CAGE64Y63
Location: DALLAS, 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
INVESCO ADVISERS, INC
DBA INVESCO ADVISERS INC
UEIDP2HDQTV7W85CAGE1EST0
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
INVESCO TRUST COMPANY
UEIUNNWJJ1LDEL6CAGE7FR06
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
INVESSENT, LLC
UEIWY2LRWF27TT3CAGE9CCE1
Location: ROCHESTER, NYSocio-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
ISE WEALTH STRATEGIES, LLC
DBA ISE WEALTH STRATEGIES LLC
UEIRVXVGCPGSQB4CAGE9JBM8
Location: LAKELAND, 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
KAVILCO INCORPORATED
UEIQ4MEAYJ6JX43CAGE75BL9
Location: SEATTLE, WASocio-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
KENOBI WEALTH LLC
UEIQ5B6GC4JYYF3CAGE23FD8
Location: SCOTCH PLAINS, NJSocio-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
KLH CAPITAL FUND III, L.P.
UEIS375KE5YD1K5CAGE1Z9X6
Location: TAMPA, 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
LESHINSKY FINANCE, LLC
UEIJRD3JHPYJ8L7CAGE8LTH1
Location: JOHNSTON, RI
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
LHV CONSULTING LLC
UEIUNHCG1LMNUV5CAGE20BE8
Location: TAMPA, FLSocio-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
LIGHTHOUSE FINANCIAL PLANNING LLC
UEIW9SNWLCD9R77CAGE198A3
Location: GILBERT, AZ
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
LOCUS CAPITAL, INC
UEIRCFTGTBGERS3CAGE153F3
Location: RICHMOND, 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
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC
UEIY4QZCWQQU2L5CAGE7GYF4
Location: BOSTON, MASocio-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
LOOP CAPITAL ASSET MANAGEMENT - TCH LLC
DBA LOOP CAPITAL ASSET MANAGEMENT
UEIFU9UEHMJ7UU1CAGE9KNW1
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 expiringObligated, 36 mo: None on file
LOS ANGELES CAPITAL MANAGEMENT LLC
UEISLLSJXPB91J9CAGE7FSX3
Location: LOS ANGELES, 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
LSV ASSET MANAGEMENT
UEIHVPTPL5QTEJ3CAGE14AW3
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
LYNX WHOLE LOAN ACQUISITION LLC
UEITHSYY1X6YJP6CAGE9DK34
Location: DENVER, COSocio-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
MATHISON LLC
UEIPX3XBJZ7QNX7CAGE1Z6Y0
Location: TORRANCE, 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

Contractors listing NAICS 523940, page 5 of 33
Company	This code	Compliance	SAM.gov	Obligated, 36 mo
IN HIS HANDS FINANCIAL LLC UEICR1VC9LAZZ87CAGE19YM8 Location: GREENSBORO, 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
INSIGHT NORTH AMERICA LLC UEISEVNE3T9Y8C7CAGE17GS3 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
INS REGULATORY INSURANCE SERVICES, INC UEIFASHN465FLX3CAGE64Y63 Location: DALLAS, 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
INVESCO ADVISERS, INC DBA INVESCO ADVISERS INC UEIDP2HDQTV7W85CAGE1EST0 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
INVESCO TRUST COMPANY UEIUNNWJJ1LDEL6CAGE7FR06 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
INVESSENT, LLC UEIWY2LRWF27TT3CAGE9CCE1 Location: ROCHESTER, NYSocio-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
ISE WEALTH STRATEGIES, LLC DBA ISE WEALTH STRATEGIES LLC UEIRVXVGCPGSQB4CAGE9JBM8 Location: LAKELAND, 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
KAVILCO INCORPORATED UEIQ4MEAYJ6JX43CAGE75BL9 Location: SEATTLE, WASocio-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
KENOBI WEALTH LLC UEIQ5B6GC4JYYF3CAGE23FD8 Location: SCOTCH PLAINS, NJSocio-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
KLH CAPITAL FUND III, L.P. UEIS375KE5YD1K5CAGE1Z9X6 Location: TAMPA, 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
LESHINSKY FINANCE, LLC UEIJRD3JHPYJ8L7CAGE8LTH1 Location: JOHNSTON, RI	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
LHV CONSULTING LLC UEIUNHCG1LMNUV5CAGE20BE8 Location: TAMPA, FLSocio-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
LIGHTHOUSE FINANCIAL PLANNING LLC UEIW9SNWLCD9R77CAGE198A3 Location: GILBERT, AZ	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
LOCUS CAPITAL, INC UEIRCFTGTBGERS3CAGE153F3 Location: RICHMOND, 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
LONGFELLOW INVESTMENT MANAGEMENT CO., LLC UEIY4QZCWQQU2L5CAGE7GYF4 Location: BOSTON, MASocio-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
LOOP CAPITAL ASSET MANAGEMENT - TCH LLC DBA LOOP CAPITAL ASSET MANAGEMENT UEIFU9UEHMJ7UU1CAGE9KNW1 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 expiring	None on file
LOS ANGELES CAPITAL MANAGEMENT LLC UEISLLSJXPB91J9CAGE7FSX3 Location: LOS ANGELES, 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
LSV ASSET MANAGEMENT UEIHVPTPL5QTEJ3CAGE14AW3 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
LYNX WHOLE LOAN ACQUISITION LLC UEITHSYY1X6YJP6CAGE9DK34 Location: DENVER, COSocio-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
MATHISON LLC UEIPX3XBJZ7QNX7CAGE1Z6Y0 Location: TORRANCE, 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

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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