Kollin Schrenk
Advisor at Pathstone
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Kollin Schrenk is a financial advisor at Pathstone with four years of industry experience. He holds a Series 65 designation and has worked at Pathstone since 2024, following roles at Bryon Financial, LLC, Pesta Finnie & Associates LLP, and GreerWalker LLP. Pathstone primarily serves ultra-high-net-worth families, single-family offices, and institutional investors, offering a multi-asset, manager-centric investment approach that includes discretionary and non-discretionary management, as well as in-house accounting and tax services. The firm combines traditional investment advisory with family-office offerings and operates a multi-affiliate platform that includes affiliated trust companies and sponsored funds.
Client services
Based on Pathstone
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
Expertise
Based on Pathstone
Tax-loss harvesting
ESG / Sustainable investing
Private / alternative investments
Wealth management
Business exit / sale strategy
Fee options
Fixed/flat fees for various Professional Services including accounting, tax compliance, family office structuring, wealth planning, risk management, and extended family office services.
Time & materials based on fixed/flat rate or fixed/flat fee for certain tax-related services.
Performance-based fees are negotiated on a case-by-case basis for qualified clients and may be charged at the Affiliated Fund level.
Account minimum: $10 million
Location
3344 Peachtree Rd Ne, Suite 1550
Atlanta, GA 30326
Most active in
Kollin S has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Pathstone
2025 - Present (1 year)
Pathstone
2024 - 2025 (1 year)
Bryon Financial, LLC
2021 - 2024 (3 years)
Pesta Finnie & Associates LLP
2020 - 2021 (1 year)
GreerWalker LLP
2019 - 2020 (1 year)
College
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Charles S
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Gregory S
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
James S
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Adam D
Series 65
Atlanta, GA
Adam Capital
Jason A
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
Chloe M
CFP®, Series 63
Atlanta, GA
Financial Staples
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")