Qualified Intermediary

Equity Advantage

Equity Advantage, Inc. · Parent: Independent / family-owned (founded 1991 by David and Tom Moore) · Firm website

FEA membership: FEA unknown
CES® holders: David Moore, CES®
Fidelity bond: $1 million fidelity bond (per occurrence)
E&O / other cover: $500,000 errors and omissions per claim
How funds are held: Segregated
Dual-signature wires: Dual-sign optional
Reverse / improvement / DST: Reverse Yes · Improvement Yes · DST Unknown
Last sourced: 2026-09-05

Fund handling

Exchange funds placed in a money market savings account; firm states it does not commingle operating account with exchange funds; money moves only when authorized by the Exchangor for closing. FAQ recommends requesting a Qualified Escrow Account that isolates funds from exchangor and/or exchange company.

Fee structure

Delayed exchange of two properties starts at about $1,000. Reverse or Improvement exchanges start at $6,500. Contact for quote.

Who it is for

Nationwide delayed, reverse, improvement, and blended 1031 exchangers; Pacific Northwest roots (Portland, Oregon) with national facilitation since 1991.

Verdict

Regional specialist with published (modest) bond/E&O dollars, explicit dual-sig Qualified Escrow option, and published starting fees for delayed vs reverse/improvement. Custody stack is clearer than many boutiques but far smaller than title-company nationals — size the diligence to the wire. FEA company membership not verified on cited pages (only founder’s former FEA board service).

Notes

This is a QI custody file, not a securities offering. Equity Advantage, Inc. is the legal name on the homepage. David Moore (CEO) and Thomas Moore (President) founded the firm in 1991. No corporate parent is published. David Moore is named as a Certified Exchange Specialist (CES) and as a former board member of the Federation of Exchange Accommodators. Former personal board service is not treated as current company FEA membership.

The FAQ “Are you secured/insured?” block (fetched 2026-09-05) is the source for the $1,000,000-per-occurrence fidelity bond, the $500,000-per-claim E&O policy, copies available on request, money-market savings placement, no commingling with the operating account, and movement only when authorized by the Exchangor for closing. The same answer recommends a Qualified Escrow Account that isolates funds from the exchangor and/or the exchange company, with dual signatures required when that structure is used — hence dual-signature is optional, not default.

Starting fees on that FAQ: a delayed exchange of two properties starts at about $1,000; reverse or improvement exchanges start at $6,500; contact for a quote. No other fee card is copied here. Who keeps money-market interest is not stated, so float is omitted.

Homepage product tiles cover delayed, reverse, improvement, and blended exchanges. DST is not marketed as a QI product on the cited pages.

IRA Advantage and Post 1031 appear in the site chrome as sibling brands (separate phones and emails). They are not this listing and are not QI custody files.

Sources

Homepage — Equity Advantage2026-09-05
FAQs — Equity Advantage2026-09-05

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Equity Advantage, Inc. (Equity Advantage) has a custody file on The QI File — published facts only. No star rating. No paid placement.

FEA: FEA unknown. Funds: Segregated. Dual-sign: Dual-sign optional.

Unknown on that file means unpublished, not a grade.

https://www.theqifile.com/firms/equity-advantage/

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Corrections and verification

Listings are sourced from public pages. Unknown is omitted, not graded. If a fact is wrong or stale, send the primary URL.