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Grace Lancaster Kreifels

Investment adviser representative at Hill Investment Group
10 yearsExperience
3 statesRegistered in
$1.3BFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Quasar Distributors, LLCNov 2024 to now
  2. Hill Investment GroupSep 2024 to now
  3. Dimensional Fund AdvisorsJul 2016 to Sep 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013

State registrations

Registered as an investment adviser representative in 3 states (CA, MO, TX).

Hill Investment Group

Legal name: Hill Investment Group Partners, LLC

$1.3BAssets managed
382Clients
7Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5949305
Firm CRD
312052
Advisor's SEC record (opens in a new tab)
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