# Outcome Driven Strategies, LLC

> 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.

- CRD: 311398
- Filed as: OUTCOME DRIVEN STRATEGIES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hunt Valley, MD
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311398
- AdvisorCensus page: https://advisorcensus.com/firm/outcome-driven-strategies-llc-hunt-valley-md-311398

## Quick answers

**How is Outcome Driven Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Outcome Driven Strategies, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Outcome Driven Strategies, LLC located?**
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).

**Is Outcome Driven Strategies, LLC registered with the SEC or a state?**
Outcome Driven Strategies, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311398.

**How much does Outcome Driven Strategies, LLC manage?**
Outcome Driven Strategies, LLC reports $360,433,390 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Outcome Driven Strategies, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Outcome Driven Strategies, LLC serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (22).

**Does Outcome Driven Strategies, LLC report any disciplinary disclosures?**
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

**Does Outcome Driven Strategies, LLC state an account minimum?**
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."

**What changed in Outcome Driven Strategies, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $235,213,405 to $360,433,390 (+53%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $100,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $360,433,390
- Discretionary: $360,433,390
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 22 | $360,433,390 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY
- Severna Park, MD

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 13 | March 9, 2021 |
| October 2022 | $0 | 13 | March 9, 2021 |
| October 2023 | $139,385,052 | 10 | June 14, 2023 |
| October 2024 | $196,313,771 | 10 | March 28, 2024 |
| October 2025 | $235,213,405 | 10 | March 26, 2025 |
| October 2026 | $360,433,390 | 10 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $235,213,405 to $360,433,390 (+53%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Outcome Driven Strategies, LLC (CRD 311398): Form ADV filing data as of October 2026.