Grace Lancaster Kreifels

Employer firm

Hill Investment Group CRD 312052

$1.35B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers

Hill Investment Group

190 Carondelet Plaza Suite 1475, St. Louis, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-09-20
MO	RA	APPROVED	2024-09-20
TX	RA	APPROVED	2024-09-20

CA RA
APPROVED

Since 2024-09-20
MO RA
APPROVED

Since 2024-09-20
TX RA
APPROVED

Since 2024-09-20

Branch Locations

Santa Monica, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Dimensional Fund Advisors	Santa Monica	CA	07/2016	09/2024
Hill Investment Group	La Jolla	CA	09/2024	Present
Quasar Distributors, Llc	La Jolla	CA	11/2024	Present

07/2016 → 09/2024

Dimensional Fund Advisors

Santa Monica, CA
09/2024 → Present

Hill Investment Group

La Jolla, CA
11/2024 → Present

Quasar Distributors, Llc

La Jolla, CA

Other Businesses

Hill Investment Group Partners, LLC; Investment Related; Advisor; La Jolla, CA; 9/2024; Lead Advisor; building and managing existing relationships, managing team resources, and extending the reach of the HIG mission; 168 Hs./Mo.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-12-19

S63 Uniform Securities Agent State Law Examination

2013-12-19

Other Names

Grace Elizabeth Lancaster
Grace Elizabeth Kreifels

View on SEC IAPD