NAICS code 523999: Miscellaneous Financial Investment Activities
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.
- SBA small-business size limit
- $47.0M
Is your company small for 523999?
The SBA limit is $47 million average annual receipts.
What 523999 covers
Included
- Exchange clearinghouses, commodities or securities
- Stock quotation services
- Gas lease brokers' offices
Use another code for
- Investment banking, securities dealing, securities brokering, commodity contracts dealing, or commodity contracts brokering: Industry Group 5231, Securities and Commodity Contracts Intermediation and Brokerage
- Acting as principals or agents (i.e., brokers) in buying or selling virtual currency (cryptocurrency): Industry 523160, Commodity Contracts Intermediation
- Acting as principals (except investment bankers, securities dealers, and commodity contracts dealers) in buying or selling financial contracts: Industry 523910, Miscellaneous Intermediation
- Furnishing physical or electronic marketplaces for the purpose of facilitating the buying and selling of securities and commodities: Industry 523210, Securities and Commodity Exchanges
- Managing the portfolio assets (i.e., funds) of others and/or providing customized investment advice: Industry 523940, Portfolio Management and Investment Advice
- Providing trust, fiduciary, and custody services to others: Industry 523991, Trust, Fiduciary, and Custody Activities
- Financial transactions processing, reserve, and clearinghouse activities (except commodity or securities exchange services): Industry 522320, Financial Transactions Processing, Reserve, and Clearinghouse Activities
Activities listed under 523999
- Business start-up fundraising using a crowdfunding platform
- 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
Show all 15 entries
- Stock transfer agencies
- Transfer agencies, securities
- Virtual currency trading exchange clearinghouses
Questions
What is NAICS code 523999?
NAICS 523999 is “Miscellaneous Financial Investment Activities”. 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.
What businesses use NAICS code 523999?
Examples from the U.S. Census Bureau: Exchange clearinghouses, commodities or securities; Stock quotation services; and Gas lease brokers' offices.
What is not included in NAICS 523999?
Businesses mainly investment banking, securities dealing, securities brokering, commodity contracts dealing, or commodity contracts brokering are classified in Industry Group 5231, Securities and Commodity Contracts Intermediation and Brokerage; acting as principals or agents (i.e., brokers) in buying or selling virtual currency (cryptocurrency) are classified in Industry 523160, Commodity Contracts Intermediation; and acting as principals (except investment bankers, securities dealers, and commodity contracts dealers) in buying or selling financial contracts are classified in Industry 523910, Miscellaneous Intermediation.
What is the SBA size standard for NAICS 523999?
$47 million average annual receipts (average of the last five fiscal years), including affiliates. Source: 13 CFR 121.201, effective March 17, 2023.
What is the SIC code for NAICS 523999?
SIC codes 6211 (Security Brokers, Dealers, and Flotation Companies, part) and 6289 (Services Allied With the Exchange of Securities or Commodities, NEC, part), from the U.S. Census Bureau concordances (1987 SIC → 2002 NAICS, carried to 2022 NAICS).
What is the IRS business code for NAICS 523999?
523900 (Other financial investment activities (including investment advice)) on Schedule C, line B, from the IRS list of principal business codes. The IRS code covers NAICS 523910–523999.
How do I find government contracts for NAICS 523999?
Federal agencies put a NAICS code on each solicitation in SAM.gov, and some states and cities use NAICS codes too. Add 523999 to your SAM.gov registration and to your bid alerts; PublicBeam emails new bids for the codes you choose every morning.
Source: U.S. Census Bureau, 2022 NAICS (public domain). PublicBeam is independent and not affiliated with the Census Bureau or any agency. Always check the NAICS code in the official notice before you bid.