Kate Grace has been an investment adviser representative at Sankala Group since June 2025, and is not listed among the firm’s executive officers or direct owners. Kate Grace studied at Yale University.
Sankala Group LLC is a firm with $159M under management, 107 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Kate Grace is Partner of Sankala Group LLC. She joined the firm in 2025 and works with business owners and athletes on investment strategy and personal finance. Before joining, Grace spent 12 years as a professional track and field athlete, sponsored by Nike.
Investment adviser representative registrations
Kate Grace is registered as an investment adviser representative in Colorado, since June 2025.
- ColoradoSince 4 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 May 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8108962
- Firm
- Sankala Group · CRD 154806
- Office
- Boulder, CO
- Registration
- Investment adviser registration
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sankalagroup.com
Where does Kate Grace work?
Kate Grace is an investment adviser representative registered through Sankala Group LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kate Grace a financial advisor?
Yes. Kate Grace has a current investment-adviser registration in Colorado, through Sankala Group since June 2025.
How many years of experience does Kate Grace have?
Kate Grace has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Kate Grace passed?
Kate Grace passed the Series 65 in May 2025.
Where is Kate Grace based?
Kate Grace’s registered office is in Boulder, CO.
Is Kate Grace registered with FINRA?
No. Kate Grace has no current broker registration.
How can I verify Kate Grace’s record?
Search CRD 8108962 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kate Grace’s full registration record.
