Capital Investment Services serves a broad client base that includes entrepreneurs, business owners, multigenerational households and individuals at every stage of the retirement journey. They are based in LaGrange, Ga., approximately 60 miles southwest of Atlanta. The team's client philosophy is rooted in deep personal connection, faith and a steadfast commitment to changing lives, not just managing money.
With 24 years of industry experience, Lumpkin has been named to the Forbes list of Best-in-State Wealth Advisors for 2024, 2025 and 2026, an achievement recognized as part of his longstanding dedication to client-first service.**
While reflecting on the importance of his team, Lumpkin said, "These achievements are truly a team effort. To effectively meet the needs of our clients daily, it takes a team of professionals that are completely committed to our mission of building long term client relationships."
Capital Investment Services is grounded in a strong culture shaped by its core values, which inform every client interaction, planning conversation and investment decision the firm makes. The primary goal is to help clients achieve their financial goals and supporting them through life's defining moments.
"Our relationships are built on a relational connection and a commitment to doing what is in our clients' best interests," Lumpkin said. "We believe in ...
