We're Your Transitional Architects!
Innovative Financial Strategies and Planning For Every Transition Of Life
Capital Investment Services is focused on building long-term relationships, by providing “Client First” Service. As an independent practice, we’re dedicated to delivering high value financial guidance. By building relationships with our clients, our team is able to better educate you on the dynamics of the market, your investments and how to develop a financial plan that can meet your individual needs.
What Life Transition Are You Currently Experiencing?
Divorce
Retirement
Death
I’m Financially Lost
Client First Service
What C.I.S. Is All About...
Capital Investment Services is focused on building long-term relationships and helping our clients through every transition in life. Whether you're going through a divorce, saving for college, or preparing for retirement, we can offer innovative perspectives to help you live your best life.
Our Investment Philosophy is built using a defined
modeling process and a customized investment
strategy for each client. The foundation of our
philosophy is driven by two things: investment strategy
and investment selection. Our investment strategy is to
build you a portfolio with individualized investment selections. Within our portfolio allocation, we use a variety of diversified investments which can include mutual funds, Exchange Traded Funds (ETFs), stocks, and bonds.

While there is no assurance that any investment strategy will be successful, CIS develops portfolios around the concept of asset liquidity and clear communication. Our recommendations are designed to manage risk first, then return. From investment management and selection to portfolio construction and trading, we are committed to providing personal solutions to meet our clients' individual needs.

Investing does involve risk and investors may incur a profit or a loss, but our common sense approach to portfolio management is a critical component to helping you grow your wealth and preserving your legacy.
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Meet Your Transitional Architects
Bobby Lumpkin
Managing Partner  
  • Bobby is the founder of Capital Investment Services and is Chief Transitional Architect with more than 15 years of experience as a financial advisor. 
  • ​When he is not in the office, Bobby enjoys spending time outside with his wife Sherma and their three children.
  • ​One of Bobby's core beliefs is giving back to the community. He does this through mission trips and community service across the world.
  • ​Click HERE to contact Bobby.
  • ​Being in the financial industry since 2004, Cindy has 15 years of experience.
  • ​She is married to Joe Little, Jr.  They have three children and reside in the LaGrange, Georgia area.
  • ​When Cindy is not helping her amazing clients she is traveling around the world with women's ministry or taking one of her Pilates classes.
  • ​Click Here to Contact Cindy
Cindy Little
Financial Advisor 
Allina Bell
Financial Advisor 
  • ​Allina has more than 20 years of experience running her own business and understands the unique challenges, pressures, and rewards of such.
  • ​She is married to Randy Bell. They have three children and reside in the Columbus, Georgia area.
  • ​When Allina is not helping her clients craft their ideal financial future, she enjoys spending time with her favorite horses and in the equestrian community.
  • ​Click Here to Contact Allina
    • Currently holds a Series 6, 63, and 65 Securities Licenses. He also has a Certified Insurance Counselor (CIC) designation
    • Specializes in Corporate Retirement Plans and Institutional Money Management
    • Married to Laura Smith with two children and resides in LaGrange, Georgia area
    • Active member of LaGrange First United Methodist Church in LaGrange, Georgia
    • Contact Edward
    • Education: Wake Forest University - B.S. in Business and Accountancy
    Edward Smith
    Executive Vice President
    Sarah Webb
    Client Services Associate
    • Client Services Associate – Responsible for administrative duties
    • Married to Jeff Webb with 3 children and resides in LaGrange, Georgia
    • Member of Kiwanis Club of LaGrange, Georgia
    • Attends Franklin Road Baptist Church
    • Client Services Associate – Responsible for operational duties
    • Married to Sean Ayres and lives in LaGrange, GA
    • Active member of Ayres United Methodist Church
    • Education: Education: BSBA Accounting- New England College of Business
    Anna Ayres
    Client Services Associate
    Enabling You To Make Informed
     Financial Decisions
    Our Process
    We serve our clients with a consultative, team-based approach that examines all aspects of your financial life. The markets and individual investments fluctuate over time. As professionals, it’s our job to enable you to make informed financial decisions using the full complement of resources at our disposal. Our methods provide a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between our team, you, and outside professionals if needed.
    Four-Step Advisory Process
    We use a variety of tools to understand your personal goals, current financial situation, investment experience and risk tolerance. In this step, we make you, the client, fully aware of our capabilities and provide educational support to help you meet your objectives.
    In this step, our team analyzes the information you share with us and designs solutions intended to help you reach your objectives.
    Next, we execute your customized strategy using the extensive tools available to us.
    Once implemented, we continually monitor the progress of
    our recommendations and suggest changes where needed.
    Your involvement in the process and communication with our
    team is important in managing your defined objectives while
    navigating significant changes in your life. Together, we
    accomplish this by providing ongoing reporting of your
    account activity and conducting periodic reviews.
    1. Understand
    We use a variety of tools to understand your personal goals, current financial situation, investment experience and risk tolerance. In this step, we make you, the client, fully aware of our capabilities and provide educational support to help you meet your objectives.
    2. Design
    Our team analyzes the information you share with us and designs solutions intended to help you reach your objectives.
    3. Implement
    Next, we execute your customized strategy using the extensive tools available to us through Raymond James.
    4. Manage
    Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and conducting periodic reviews.
    Our Services
    Having choices is important in investing. We believe your financial plans should change just as your lifestyle and needs do.  The team at CIS is able to offer you an extensive array of investment options and services.
    investingsimply℠
    You've worked hard for your
    income, savings, and future nestegg. Let us help you design,
    implement, and manage a
    customized financial solution for
    your specific financial investment
    needs.
    Transitional Architect™ 
    Whether saving for your
    children's college fund,
    approaching retirement, or
    starting a new job, our
    Transitional Architects™ help to
    prepare, grow, and preserve your
    finances.
    Retirement Planning
    Whether you're close to retirement or just entering the
    workforce, our Retirement Planning services help project future income needs to sustain you throughout your entire retirement.
    Your financial future is important. Don’t trust it to just anyone.
    In today’s rapidly changing world, retirement planning has never been more challenging – or more essential.
    What will it take to deliver the dream of higher education?
    What to expect from your 401(k) advisor.
    Preparing for the unexpected may start with quality insurance alternatives.
    While you’re busy managing your company’s future, who’s taking care of your employees?
    Making An Impact
    In The Community
    We’re not only your financial advisors, but also your neighbors.
    We're dedicated to serving our clients in the LaGrange, Georgia area- a town with a history of industrial growth, friendly people, and beautiful places. We strive to make an impact in and around the community we call home. Our principles perfectly reflect the Southern charm of our small town. We get to know our clients like neighbors, and are willing to extend them a helping hand. Our team is involved in activities that benefit local businesses, non-profit organizations, and those who are in need.
    Capital Investment Services, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc.

    Member FINRA/SIPC 
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    CONTACT US
    706-298-2353
    Monday - Friday
    8:30am-12pm / 1pm-5pm
    301 W Haralson St.
    Lagrange, GA 30240
    Fax: 706-298-7438
    Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site's users and/or members.

    © 2010-2019 Capital Investment Services, LLC.