Capital Investment Services

Capital Investment Services, LLC., is an independent financial services firm committed to building long-term relationships with its clients. Based in the charming town of LaGrange, Georgia, our team of experienced professionals is dedicated to delivering high-value financial guidance with a "Client First" approach. By fostering strong relationships with our clients, we are better positioned to educate them on market dynamics, investments, and the development of a financial plan tailored to their unique needs.

Our Investment Philosophy

Our investment philosophy is built upon a solid foundation of diversification, focusing on total return, balanced portfolios, and fee transparency. We create customized investment strategies for each client, using various investment vehicles suitable for their specific situation. Our approach emphasizes asset liquidity and clear communication, enabling our clients to access and understand their investments and cash whenever necessary. We believe that our common-sense portfolio management is the key to helping clients grow and preserve their wealth and legacy.

Meet the Team

*Bobby Lumpkin, President, Capital Investment Services; Financial Advisor, Raymond James Financial Services; Founder, investingsimply*

Bobby is the driving force behind Capital Investment Services and embodies our commitment to the community. With his extensive experience in the financial industry and deep understanding of the local market, he advises clients on various financial matters and helps them navigate the complex world of investments.

*Cindy Little, Vice President, Capital Investment Services; Financial Advisor, Raymond James Financial Services*

Cindy's primary focus is on building strong relationships with her clients and developing tailored financial strategies to help them achieve their goals. Her expertise in investment management, retirement planning, and estate planning enables her to guide clients through every stage of their financial journey.

*Allina Bell, Financial Advisor, Capital Investment Services & Raymond James Financial Services*

Allina leverages her knowledge and experience to deliver customized financial advice and exceptional service to her clients. With a strong foundation in financial planning, she is committed to empowering her clients in making informed decisions about their wealth.

*Camren Russell, Project Analyst*

Camren's role at Capital Investment Services involves conducting research and analysis in support of our investment management process. His diligent work ethic and attention to detail ensure that our clients receive the best possible advice and solutions.

*Kirstin Caraway, Relationship Manager*

Kirstin's role is to nurture and strengthen our client relationships while providing exceptional service. She is devoted to ensuring that every client's needs are met promptly and efficiently, fostering a sense of confidence and trust in our firm's ability to provide expert financial guidance.

*Sandra Gay, Relationship Manager*

Sandra's primary responsibility is supporting and maintaining relationships with clients. With her dedication to client satisfaction, she plays a vital role in the ongoing success of Capital Investment Services and our ability to make a positive impact on our clients' lives.

Community Involvement

At Capital Investment Services, we are passionate about making a difference in our community. We participate in various activities that benefit local businesses, non-profit organizations, and those in need. As a company, we strive to reflect the warmth and hospitality of our Southern home, treating every client like a neighbor and offering a helping hand whenever possible.