About Us
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.
Our investment philosophy is built using a defined modeling process and customizing an investment strategy for each client. The foundation of our philosophy is driven by diversification, with a deep focus on total return, balanced portfolio and fee efficiency. Within our portfolio allocation, we primarily use mutual funds and Exchange Traded Funds (ETFs). However, we also use individual securities such as stocks and bonds if needed. By developing portfolios around the concept of asset liquidity and clear communication, our clients are able to easily access cash whenever necessary. Our common sense approach to portfolio management is the critical component to helping you preserve your wealth and build your legacy.
Capital Investment Services is locally owned and operated in LaGrange, Georgia. Our office is located at 301 W Haralson Street.
Bobby Lumpkin
Managing Partner - Capital Investment Services & Branch Manager - Raymond James Financial Services & Financial Advisor - Raymond James Financial Services
- Currently holds a Series 7, 63, 65 and 24 Securities Licenses
- Specializes in Investment Strategy, Portfolio Management, Financial Planning, Corporate Retirement Plans, and Institutional Money Management
- Married to Sherma Lumpkin with three children and resides in LaGrange, Georgia area
- Active member of Rosemont Baptist Church in LaGrange, Georgia
- Contact Bobby
- Education: LaGrange College - 2003 B.A. in Biology and a Masters in Business Administration in 2003
Cindy Little
Financial Advisor - Capital Investment Services & Raymond James Financial Services
- Currently holds a Series 7 and 66 Securities Licenses
- Specializes in Financial Planning, Portfolio Management, and Corporate Retirement Plans
- Married to Joe Little, Jr. with two children and resides in LaGrange, Georgia area
- Active member of Oak Grove Congregational Christian Church in Pine Mountain, Georgia
- Contact Cindy
- Education: B.A. in Finance from Columbus State University in 2004
Allina Bell
Financial Advisor - Capital Investment Services & Raymond James Financial Services
- Entrepreneur at heart who owned her own business for more than 20 years
- Currently holds a Series 6, 63, 7, and 66 Securities Licenses. She is also a Licensed Insurance Agent
- Specializes in Financial Planning, Portfolio Management, and Corporate Retirement Plans
- Married to Randy Bell with three children and resides in the Columbus, Georgia area
- Active member of First Presbyterian Church in Columbus , Georgia
- Contact Allina
Edward Smith
Executive Vice President - Hutchinson Traylor & Financial Representative - Raymond James Financial Services
- 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
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
Anna Ayres
Client Services Associate
- 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