CAB · CAB6636
Active
HERITAGE MANAGEMENT LLC
A Florida HOA management company serving communities in Marion County. Holds a CAB licence in Florida.
Marion County · FL
CAB Licensed
1 yr licensed
Expires September 30, 2027
CAB status
Active
Renewal September 30, 2027
Years licensed
1
Original issue 2025
County peers
12
Active firms in Marion County
Google rating
4.2★
31 reviews on Google
CAB record
Source · Florida DBPR| Licence number | CAB6636 |
|---|---|
| Class | C — Community Association Business |
| Status | Active |
| Original issue | November 17, 2025 |
| Last renewal | November 17, 2025 |
| Expiry date | September 30, 2027 |
Registered address
Source · Florida DBPR · principal office| Street | 2605 SW 33 RD STREET |
|---|---|
| City | Ocala |
| State | Florida |
| ZIP | 34471 |
| County | Marion |
| Website | www.naiheritage.com/ |
| Phone | (352) 482-0777 |
Google Business profile
Source · Google Places API · view listing ↗| Listed as | NAI Heritage |
|---|---|
| Address | 2605 SW 33rd St #200, Ocala, FL 34471, USA |
| Phone | (352) 482-0777 |
Licensed management staff
Source · DBPR · licenseRelation · 1 CAM
CAM26112
Active
Schoepf, Natalie
Primary Designated CAM - CAM Firm
Disciplinary record
Source · DBPR · public complaint log & disciplinary ordersZero disciplinary actions on record
No complaints, fines or administrative actions have been filed against this licence or its licensed staff with the Florida DBPR.
Board due diligence checklist
For shortlisting HOA management firms| Licence status | Verified via Florida DBPR — confirm current status ↗ |
|---|---|
| Enforcement record | No enforcement actions found in public records as of May 13, 2026. |
| E&O insurance | Request proof of Errors & Omissions and general liability coverage directly from the firm — not tracked in public records. |
| Contract terms | Review termination notice period, management fee structure, and full scope of services before signing. |
| References | Ask for 2–3 current board president contacts from comparable communities. |
This checklist covers publicly verifiable items only. Always obtain and review a complete management contract, certificate of insurance, and professional references before making a final selection.
Data sourced from Florida DBPR CAB licence records, Sunbiz, and DBPR Division of Condominiums. Page generated May 18, 2026.
This page is provided for shortlisting and initial verification purposes only and does not constitute a recommendation or endorsement. Verify all licence, enforcement, and contact details directly with the relevant regulatory authority before entering into a management contract.