Bobby Lumpkin

Bobby is the founder of Capital Investment Services and serves as its President. He also is the founder of investingsimply℠, which is a data driven risk-based investment management strategy. He received his B.A. in Biology and his M.B.A. from LaGrange College. In 2004, he earned his Series 7, 63 and 65 and committed himself to the financial services industry. In 2010, he earned his Series 24 to become a Branch Manager with Raymond James Financial Services. With 30 plus years of experience in business and finance, Bobby uses his entrepreneurial talent to provide innovative solutions in investment management, financial planning and business development. Through his diligence and hard work, he was named to the 2024 edition of the Forbes list of Best-in-State Wealth Advisors.*

He is married to his wonderful wife, Sherma, and they have three children: Caroline, John and Anna Claire. His driving force is his faith, and he attends Rosemont Baptist Church where he serves as a Deacon, Teacher and Lay Leader. One of his core beliefs is giving back to the community, and he does this through mission trips and community service around the world.

*The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit for more info.