NAICS Code 523999: Miscellaneous Financial Investment Activities
National industry
SBA small business size standard: $47 million in average annual receipts
Definition
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.
Government contracts for this service: PSC R411 Real Property Appraisals Services (SIC 6531) and PSC R410 Support – Professional: Program Evaluation, Review and Development
Code facts
- Part of
-
-
52
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523
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5239
- 52399
-
5239
-
523
-
52
- Contract awards
- 4 In the last 12 months
- Contract obligations
- $1,081,076 In FY2025
NAICS codes and definitions come from the U.S. Census Bureau, size standards from the SBA and contract spending from SAM.gov/FPDS.
Business activities under NAICS 523999
- Clearinghouses, commodity exchange or securities exchange
- Deposit brokers
- Exchange clearinghouses, commodities or securities
- Gas lease brokers' offices
- Oil lease brokers' offices
- Protective committees, security holders
- Quotation services, securities
- Quotation services, stock
- Securities holders' protective services
- Securities transfer agencies
- Stock quotation services
- Stock transfer agencies
- Transfer agencies, securities
Looking for another activity? Search the NAICS code lookup or browse business activities from A to Z.
Contract obligations by fiscal year
| Fiscal year | Obligated |
|---|---|
| FY2027 To date | $0 |
| FY2026 | $1,999,659 |
| FY2025 | $1,081,076 |
| FY2024 | $2,091,329 |
| FY2023 | -$3,611,952 |
Top contractors by obligations
| Rank | Contractor | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | It Data Consulting LLC | $938,422 | |
| 2 | Institutional Investor Network | $902,750 | |
| 3 | Morningstar Inc. | $186,350 | |
| 4 | Dirks Martin | $147,585 | |
| 5 | Christian Podleska & Vanmusschenbroek LTD | $121,590 | |
| 6 | OTC Markets Group Inc. | $84,000 | |
| 7 | Ice Data Pricing & Reference Data, LLC | $73,014 | |
| 8 | Kirkland Messina, Inc. | $10,000 |
Top funding agencies by obligations
| Rank | Agency | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | Department of Housing and Urban Development | $938,422 | |
| 2 | Export Import Bank of the US | $902,750 | |
| 3 | Department of Labor | $343,935 | |
| 4 | Department of the Interior | $121,590 | |
| 5 | Pension Benefit Guaranty Corporation | $73,014 | |
| 6 | Department of State | $23,800 |
Top PSC codes by obligations
| Rank | PSC code | Obligated, FY2026–FY2027 | Share |
|---|---|---|---|
| 1 | R411 Real Property Appraisals Services (SIC 6531) | $938,422 | |
| 2 |
R410 Support – Professional: Program Evaluation/ |
$902,750 | |
| 3 |
DA10 IT and Telecom – Business Application/ |
$186,350 | |
| 4 | 7630 Newspapers and Periodicals | $121,590 | |
| 5 |
B547 Accounting/ |
$96,814 | |
| 6 | 7H20 IT and Telecom – Platform Products: Database, Mainframe, Middleware (HW, Perpetual License Software) | $84,000 |
Contract obligations by state
| Rank | Place of performance | Obligated, last 12 months | Share |
|---|---|---|---|
| 1 | Virginia | $938,422 | |
| 2 | Maryland | $680,128 | |
| 3 | Illinois | $186,350 | |
| 4 | California | $147,585 | |
| 5 | District of Columbia | $143,308 |
Shares are of everything obligated under NAICS 523999 in the last 12 months before deobligations, including work performed abroad or with no place of performance on record.
Contract opportunities
Show 40 more
Latest 50 of 139 listed here. See the rest on GovTribe.
Size standard history
Federal Register rules that named this code
From the NAICS codes each rule's amendments to 13 CFR 121.201 name. Rules that print their size standard tables as images aren't listed.
Quick answers
What is NAICS 523999?
NAICS 523999 is Miscellaneous Financial Investment Activities, a national industry in NAICS 52, Finance and Insurance.
What is the NAICS code for deposit brokers?
The NAICS code for deposit brokers is 523999, Miscellaneous Financial Investment Activities.
What is the NAICS code for stock transfer agencies?
The NAICS code for stock transfer agencies is 523999, Miscellaneous Financial Investment Activities.
What is the NAICS code for gas lease brokers' offices?
The NAICS code for gas lease brokers' offices is 523999, Miscellaneous Financial Investment Activities.
When did the size standard for NAICS 523999 last change?
The most recent Federal Register rule on record that names NAICS 523999 in the SBA's size standards is "Small Business Size Standards: Adjustment of Monetary-Based Size Standards, Disadvantage Thresholds, and 8(a) Eligibility Thresholds for Inflation" (87 FR 69118), published Nov 17, 2022 and effective Dec 19, 2022.
How much do federal agencies spend under NAICS 523999?
Federal contracts under NAICS 523999 obligated $1,081,076 in fiscal year 2025 and $1,560,112 in fiscal years 2023 through 2027.
Who are the largest contractors under NAICS 523999?
The contractors with the most obligated under NAICS 523999 in fiscal years 2026 and 2027 are It Data Consulting LLC ($938,422), Institutional Investor Network ($902,750) and Morningstar Inc. ($186,350).
Which agencies buy the most under NAICS 523999?
The agencies that obligated the most under NAICS 523999 in fiscal years 2026 and 2027 are Department of Housing and Urban Development ($938,422), Export Import Bank of the US ($902,750) and Department of Labor ($343,935).
Which PSC codes are used with NAICS 523999?
The PSC codes with the most obligated under NAICS 523999 in fiscal years 2026 and 2027 are R411 Real Property Appraisals Services (SIC 6531), R410 Support – Professional: Program Evaluation/
Where is the work under NAICS 523999 performed?
By place of performance, the states with the most contract obligations under NAICS 523999 over the last 12 months are Virginia ($938,422), Maryland ($680,128) and Illinois ($186,350).
What is the latest contract opportunity under NAICS 523999?
The latest contract opportunity under NAICS 523999 is Intent to Award, pre-solicitation from Office of Acquisitions and Grants (USGS), posted August 11, 2026.
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