NAICS Code 525920 - Trusts, Estates, and Agency Accounts

Government Level - NAICS 6-Digit

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NAICS Code 525920 Description

This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.

NAICS Code 525920 - Trusts, Estates, and Agency Accounts is a final level code of the “Trusts, Estates, and Agency Accounts ” Sector. There are 40 companies verified as active in this industry in the USA.

SBA Size Standard

Annual Revenue Limit of $35,000,000

Parent Category - 5-digit Level (less specific)

Marketing: NAICS Codes (8-digit) for Trusts, Estates, and Agency Accounts

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Industry Examples of NAICS 525920

Common types of examples within NAICS Code 525920 - Trusts, Estates, and Agency Accounts are:

  • Bankruptcy estates
  • Personal estates (i.e., managing assets)
  • Personal investment trusts
  • Personal trusts
  • Private estates (i.e., administering on behalf of beneficiaries)
  • Settlement trust funds
  • Testamentary trusts
  • Trusts, estates, and agency accounts


For some business types, there may be a similar industry to NAICS Code 525920 - Trusts, Estates, and Agency Accounts that is a better classification match. Managing portfolios of trusts--are classified in NAICS Code 523940 - Portfolio Management and Investment Advice; Administering personal estates--are classified in U.S. NAICS Code 523991 - Trust, Fiduciary, and Custody Activities; and Operating businesses of trusts and bankruptcy estates--are classified according to the kind of business operated.

Industry Executives

Would you like to email executives in NAICS Code 525920 - Trusts, Estates, and Agency Accounts ? Below are some of the common job titles available to be targeted.

  • Business Development
  • Chairman
  • C-Level
  • Director
  • Engineering
  • Executive Director
  • Facilities
  • Finance
  • Human Resource
  • IT
  • Manager
  • Marketing
  • Manufacturing
  • Operations
  • Owner
  • Partner
  • President
  • Principal
  • Purchasing
  • Sales
  • Vice President

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Questions & Answers

  • What is the SBA NAICS 525920 revenue limit?

    Businesses with an annual revenue under $35,000,000 are considered small businesses by SBA.

  • How many active businesses operate in NAICS Code 525920?

    There are 40 verified business locations operating primarily in this industry.