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NAICS 525920, industry

NAICS 525920: Trusts, estates, and agency accounts

NAICS 525920 is the industry code for trusts, estates, and agency accounts. Use it on loan applications, tax forms and registrations. Explore financing for professional services and start your application when you are ready.

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What 525920 covers

Trusts, estates and agency accounts are legal entities that hold and manage assets for beneficiaries. The code applies to the trust or estate itself, not to the trustee or trust company.

Included in this code

  • Personal trusts
  • Estates
  • Agency accounts

Not this code

Businesses that use 525920

Family trustDecedent's estate

Financing for this trade

Trusts and estates are funded by the assets they hold and may borrow against real estate or securities for liquidity, such as paying estate taxes. Lenders review trust documents and trustee authority.

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Is 525920 the right code for a trust or estate?

Yes, if the entity is a trust or estate. Trust companies that manage them use 523991. The closest alternatives are 523991 (trust, fiduciary, and custody activities) and 525990 (other financial vehicles). Use whichever matches your largest revenue stream, and keep it consistent across tax filings, SBA forms and lender applications.

What is the SBA size standard for 525920?

The SBA size standard for 525920 is $40M in average annual receipts. SBA averages total gross receipts over the last five completed fiscal years and adds in any affiliates under common control. A trust or estate at or below that figure counts as small for federal small business contracts and other SBA size determinations, although lending and passive investment businesses are generally not eligible for SBA 7(a) loans.

Can a trust or estate get a loan?

Trusts and estates may borrow against real estate or securities they hold, usually for liquidity to pay taxes or expenses. Lenders review trust documents and trustee authority. A broker who works with many lenders can line up bank, SBA and alternative offers side by side, which often matters more than chasing the lowest headline price.

What does NAICS 525920 cover?

Trusts, estates, and agency accounts. Industry level code in NAICS 2022, under 52 Finance and insurance, 525 Funds, trusts, and other financial vehicles, 5259 Other investment pools and funds, 52592 Trusts, estates, and agency accounts.

What financing do NAICS 525920 businesses use?

Equipment financing, working capital, SBA loans and invoice factoring are the products placed most for professional services businesses. Start an application and the AI matches the deal to lenders that fund this code.

Where do I put NAICS 525920?

On the SBA loan application, on federal Schedule C or Form 1120, on SAM.gov and state registrations, and on most lender applications. A business can report more than one code; use this one if it describes what produces most of your revenue.