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CAB · CAB4195 Active

SUMMA GROUP INC

A Florida HOA management company serving communities in Lee County. The DBPR Management Registry lists 1 verified association (0 units) under this firm, staffed by 1 licensed CAM.

Lee County · FL CAB Licensed 15 yrs licensed Expires September 30, 2027
CAB status
Active
Renewal September 30, 2027
Years licensed
15
Original issue 2011
County peers
72
Active firms in Lee County
Google rating
Not yet matched on Google

CAB record

Source · Florida DBPR
Licence numberCAB4195
ClassC — Community Association Business
Status Active
Original issueOctober 3, 2011
Last renewalOctober 7, 2021
Expiry dateSeptember 30, 2027

Registered address

Source · Florida DBPR · principal office
Street2009 PRINCE DR.
CityNaples
StateFlorida
ZIP34110
CountyLee
Websitewww.summagruppo.com/
Phone(305) 300-4355

Portfolio financial indicators

Source · DBPR · annual financial filings · 2022
Portfolio revenue
$0.8M
Combined annual revenue across 1 matched association.
Reserve balance
$0.17M
Combined reserve fund balances.
Reserve health
20.6%
Avg reserve balance as % of annual revenue.
Delinquencies
$7K
Combined unpaid assessments.
Financial data from DBPR annual filing reports. 1 association with verified management linkage. Reserve health below 5% may indicate underfunded reserves.

DBPR Management Registry

Verified  1 property · 0 units
  • 01 Lahaina Inn Resort Condo Assn Inc

Licensed management staff

Source · DBPR · licenseRelation · 1 CAM
CAM3775
Stutzman, Ronald L
Primary Designated CAM - CAM Firm
Active

Disciplinary record

Source · DBPR · public complaint log & disciplinary orders
Zero 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.