{
  "crd_number": 311398,
  "slug": "outcome-driven-strategies-llc-hunt-valley-md-311398",
  "primary_business_name": "OUTCOME DRIVEN STRATEGIES, LLC",
  "legal_name": "OUTCOME DRIVEN STRATEGIES, LLC",
  "dbas": [],
  "city": "Hunt Valley",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "12580",
  "metro": {
    "cbsa_code": "12580",
    "common_name": "Baltimore",
    "msa_name": "Baltimore-Columbia-Towson, MD",
    "path": "/advisors/md/baltimore"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-02-05",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 360433390.0,
  "raum_discretionary": 360433390.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other_investment_advisers": {
      "raum": 360433390.0,
      "count": 22
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311398",
  "city_as_filed": "HUNT VALLEY",
  "url": "https://advisorcensus.com/firm/outcome-driven-strategies-llc-hunt-valley-md-311398",
  "display_name": "Outcome Driven Strategies, LLC",
  "summary": "Outcome Driven Strategies, LLC is an SEC-registered investment advisory firm in Hunt Valley, MD, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Outcome Driven Strategies, LLC (CRD 311398): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Outcome Driven Strategies, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Outcome Driven Strategies, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Outcome Driven Strategies, LLC located?",
      "a": "Outcome Driven Strategies, LLC's principal office is in Hunt Valley, MD, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Outcome Driven Strategies, LLC registered with the SEC or a state?",
      "a": "Outcome Driven Strategies, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311398."
    },
    {
      "q": "How much does Outcome Driven Strategies, LLC manage?",
      "a": "Outcome Driven Strategies, LLC reports $360,433,390 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "How have Outcome Driven Strategies, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Outcome Driven Strategies, LLC: Regulatory assets under management: $0 in the October 2021 data and $360,433,390 in the October 2026 data. Total employees: 13 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Outcome Driven Strategies, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other investment advisers (22)."
    },
    {
      "q": "Does Outcome Driven Strategies, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311398"
    },
    {
      "q": "Does Outcome Driven Strategies, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"In general, we require a minimum dollar amount of $100,000 to open and maintain an advisory account; however, we have the right to terminate your account if it falls below a minimum size which, in our sole opinion, is too small to manage effectively.\""
    },
    {
      "q": "What changed in Outcome Driven Strategies, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $235,213,405 to $360,433,390 (+53%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 13,
      "filing_date": "2021-03-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 13,
      "filing_date": "2021-03-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 139385052.0,
      "total_employees": 10,
      "filing_date": "2023-06-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 196313771.0,
      "total_employees": 10,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 235213405.0,
      "total_employees": 10,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 360433390.0,
      "total_employees": 10,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $235,213,405 to $360,433,390 (+53%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000"
        ],
        "quotes": [
          "In general, we require a minimum dollar amount of $100,000 to open and maintain an advisory account; however, we have the right to terminate your account if it falls below a minimum size which, in our sole opinion, is too small to manage effectively."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "In general, we require a minimum dollar amount of $100,000 to open and maintain an advisory account; however, we have the right to terminate your account if it falls below a minimum size which, in our sole opinion, is too small to manage effectively."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/outcome-driven-strategies-llc-hunt-valley-md-311398.md",
  "clients": [
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 22,
      "fewer_than_5": false,
      "raum": 360433390.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311398",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}