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 a customized 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 grow your wealth and preserve 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 & Financial Advisor - Raymond James Financial Services
- Education: B.A. in Biology – LaGrange College (2003); Master’s in Business Administration – LaGrange College (2003)
- Currently holds Series 7, 24, 63, and 65 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
- Active member of Rosemont Baptist Church in LaGrange, Georgia
- Contact Bobby
Cindy Little
Financial Advisor- Capital Investment Services & Raymond James Financial Services
- Education: B.A. in Finance – Columbus State University (2004)
- Currently, holds Series 7 and 66 Securities Licenses
- Specializes in Financial Planning, Portfolio Management, and Corporate Retirement Plans
- Married to Joe Little, Jr. with three children and resides in the LaGrange, GA area
- Active member of Oak Grove Congregational Christian Church (Pine Mountain, GA)
- Contact Cindy
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, and is 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
- Education: B.S. in Business and Accountancy – Wake Forest University (1995)
- Currently holds Series 6, 63, and 65 Securities Licenses, as well as 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, GA
- Active member of LaGrange First United Methodist Church (LaGrange, GA)
- Contact Edward
Sarah Webb
Client Services Associate
- Responsible for administrative duties
- Married to Jeff Webb with three children and resides in LaGrange, GA
- Member of Kiwanis Club of LaGrange
- Attends Franklin Road Baptist Church (LaGrange, GA)
Anna Ayres
Client Services Associate
- Education: B.A. in Accounting – New England College of Business (2017)
- Currently hold Series 7 and 66 Securities Licenses
- Responsible for operational duties and new client concierge services
- Married to Sean Ayres and resides in LaGrange, GA
- Attends Western Heights Baptist Church (LaGrange, GA)
Kirstin Caraway
Client Services Associate
- Education: B.S. in Early Childhood Education- University of Alabama at Birmingham (2015)
- Responsible for marketing duties and assists with client operations
- Married to Andrew Caraway and resides in LaGrange, GA
- Attends New Community Church (LaGrange, GA)