GovChime
UEI: M427S4Z64VE7 • CAGE: 7SZ62

Invested Advisors, Inc. (CA)

Registration and award facts

SAM.gov registration as of

Net obligations since FY2018
$155.8K
$155,798under this UEI
FY2026 obligations
$0
Provisional
Awards and orders
8
with positive net obligations
Latest action
Sep 2, 2022
SAM.gov registration
Inactive
Registration expiration date Dec 2, 2022

Registration

Entity structure
Corporate Entity (Not Tax Exempt)
Business start date
Dec 22, 2016 (9 years)
Location
Carlsbad, CA
State of incorporation
California
Purpose of registration
All Awards

† FY2026 obligations (provisional; DoD awards signed after Jul 27, 2026 are not yet public).

Contract actions that the Department of Defense both funds and awards are withheld at the source for 90 days, so DoD awards signed after Jul 27, 2026 are not yet public.

Source: SAM.gov entity registration and FPDS contract actions recorded under UEI M427S4Z64VE7. GovChime does not check exclusions.

Performance

Net obligations recorded under this UEI since FY2018. Top lists show the largest five by share of this vendor's net obligations; the shares do not sum to 100%.

Net obligations by fiscal year of action

  • FY2022: -$23,204 (de-obligation)
  • FY2020: $54,116
  • FY2019: $15,000
  • FY2018: $109,886

Total across 4 fiscal years: $155,798

Net de-obligation in that fiscal year (obligations withdrawn).

Top awarding agencies

Top awarding sub-agencies

Top NAICS by obligations

Top product and service codes by obligations

  • 8940Special dietary foods and food specialty preparations$98,959, 63.5%
  • X1ABLease/rental of conference space and facilities$24,500, 15.7%
  • V231Transportation/travel/relocation- travel/lodging/recruitment: lodging, hotel/motel$15,000, 9.6%
  • S203Housekeeping- food$10,927, 7.0%
  • G099Social- other$6,412, 4.1%

Capabilities

NAICS codes

Show all 15 NAICS codes

Small: small business for that NAICS, self-certified in SAM.gov registration.

SBA certifications

No certification in the SBA profile data.

Business types self-reported in SAM.gov registration:

  • Minority-Owned Business
  • Self Certified Small Disadvantaged Business
  • Women-Owned Business
  • DOT Certified DBE
  • Black American Owned

Product and service codes (PSC)

  • R410SUPPORT- PROFESSIONAL: PROGRAM EVALUATION/REVIEW/DEVELOPMENT
  • R499SUPPORT- PROFESSIONAL: OTHER
  • R701SUPPORT- MANAGEMENT: ADVERTISING
  • R702SUPPORT- MANAGEMENT: DATA COLLECTION
  • R706SUPPORT- MANAGEMENT: LOGISTICS SUPPORT
  • R708SUPPORT- MANAGEMENT: PUBLIC RELATIONS
  • R799SUPPORT- MANAGEMENT: OTHER
  • V302TRANSPORTATION/TRAVEL/RELOCATION- RELOCATION: TRAVEL AGENT
  • V999TRANSPORTATION/TRAVEL/RELOCATION- OTHER: OTHER

Contracts

Latest awards and orders

  1. 140M0120P0004Purchase orderDepartment of the InteriorBureau of Ocean Energy ManagementLatest action
  2. W912LA20P0008Purchase orderDepartment of DefenseDepartment of the ArmyLatest action
  3. W912LA19P0004Purchase orderDepartment of DefenseDepartment of the ArmyLatest action
  4. W912LA18P0078Purchase orderDepartment of DefenseDepartment of the ArmyLatest action
  5. W912LA18P0066Purchase orderDepartment of DefenseDepartment of the ArmyLatest action
  6. W912LA18P0054Purchase orderDepartment of DefenseDepartment of the ArmyLatest action
  7. W912LA18P0048Purchase orderDepartment of DefenseDepartment of the ArmyLatest action
  8. W912LA18P0036Purchase orderDepartment of DefenseDepartment of the ArmyLatest action

Contact Info

As of . Source: SAM.gov Points of Contact.

SAM.gov registration for Invested Advisors, Inc. lists a physical address and a separate mailing address, along with 3 verified points of contact. Past Performance contacts are the recommended outreach channel for due-diligence references; Government Business contacts handle procurement-facing correspondence.

Source: SAM.gov entity registration. Contacts displaying numeric or placeholder names have been filtered (defense-in-depth).

Physical Address

2244 Faraday Ave # 192

Carlsbad, CA, 92008

USA

Mailing Address

2244 Faraday Avenue

Carlsbad, CA, 92008

USA

Government Business Contact

Crystal Sargent

CEO

2244 Faraday Avenue #192

Carlsbad, CA, 92008

USA

Electronic Business Contact

Crystal Sargent

CEO

2244 Faraday Avenue #192

Carlsbad, CA, 92008

USA

Past Performance Contact

Crystal Sargent

CEO

3077-B Clairemont Drive #394

San Diego, CA, 92117

USA

Additional Details

As of . Source: SAM.gov Entity Registration.

Invested Advisors, Inc. has no active federal suspension or debarment on record in SAM.gov. Current SAM.gov registration expires December 2, 2022.

Source: SAM.gov entity registration (FAR responses, registration status). Always verify active exclusions against the authoritative record on SAM.gov before contract award.

Compliance & Risk Assessment

Source: SAM.gov FAR responses

Suspension/Debarment Status

SAM.gov registration reports no active exclusion

Public Display

Entity information is publicly displayed

Disaster Relief Registry

Not registered for disaster relief

Bonding Information

No bonding information provided

EDI

Not declared in SAM.gov

Business Structure

Source: SAM.gov
Profit Structure:For Profit Organization

Registration Details

Source: SAM.gov

Initial Registration

Feb 9, 2017

Last Update

Dec 2, 2022

Registration Activation

Active — Nov 9, 2021

Fiscal Year End

12/31

Country of Incorporation

USA

Congressional District

49