Who We Are
PanBridge Capital Advisory LLC is an independent, fee-only investment advisory firm providing non-discretionary advisory services.
We provide personalized investment guidance tailored to each client’s financial goals, portfolio structure, and risk considerations. Our approach is designed to help clients better understand their investment portfolios and make informed decisions.
PanBridge does not sell investment products, receive commissions, or take custody of client assets. Clients retain full authority over their accounts at all times.
As a fiduciary, PanBridge Capital Advisory is obligated to act in the best interests of clients.
Our Investment Philosophy
PanBridge Capital Advisory approaches portfolio analysis with an emphasis on diversification, asset allocation, and risk management.
The firm’s approach is informed by data-driven analysis, incorporating economic and market indicators to provide context for investment decision-making. This includes evaluating factors such as economic growth, interest rates, inflation, and broader market conditions.
This perspective provides context for understanding portfolio exposure and supports thoughtful discussions around diversification, concentration risk, and overall portfolio positioning.
The firm’s approach emphasizes disciplined portfolio construction and a long-term investment perspective, generally favoring diversified, cost-efficient investment strategies.
PanBridge provides non-discretionary advisory services. Clients are responsible for implementing any recommendations.
Founder
Tony Kimathi
Founder & Investment Adviser Representative
I founded PanBridge Capital Advisory on a simple belief: that investing in financial markets is accessible to everyone, and that with the right guidance, individuals and families at any stage of their financial journey can use it as a meaningful path to building and protecting wealth.
PanBridge exists to provide independent, objective guidance to individuals and families who want clarity on their portfolios and confidence in their decisions, regardless of where they are in their financial journey.
Whether you're evaluating your first investment portfolio or looking for a second opinion on a strategy you've built over years, my goal is to give you the clarity and confidence to make informed decisions, on your terms.
I hold an MBA from Texas A&M University–Corpus Christi, a B.S. in Finance from the University of Central Florida, and the Series 65 license as an Investment Adviser Representative. PanBridge is registered as an investment adviser in the state of Florida