Asset manager · Hunt Valley, MD
Outcome Driven Strategies, LLC
SEC-registered investment adviser · CRD 311398 · SEC 801-120270
At a glance
Outcome Driven Strategies, LLC is an SEC-registered investment adviser based in Hunt Valley, Maryland, with $360 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 1,838th of 3,218 asset managers and 9,283rd of 17,210 SEC-registered advisers by assets.
Main office 410-468-1695As filed on Form ADV
- Regulatory AUM
- $360M
- Rank among asset managers
- #1,838 of 3,218
- Rank among all SEC RIAs
- #9,283 of 17,210
- Rank in Maryland
- #132 of 227
- Clients
- 22
- Accounts
- 639
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 6
- Offices
- 3
Owners and executives on its Form ADV
- Thomas N. BiddisonMember
- Christopher W. ThomeChief Compliance Officer
Custody and brokerage
Custodian
Outcome Driven Strategies, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Outcome Driven Strategies, LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: Icapital Hong Kong LTD, Icapital Markets LLC, Icapital Network Canada LTD., Icapital SG PTE LTD., Icapital UK Services Limited and Institutional CN (europe) - Empresa De Investimento, S. A.
- Icapital Hong Kong LTD
- Icapital Markets LLC ↗CRD 118219
- Icapital Network Canada LTD.
- Icapital SG PTE LTD.
- Icapital UK Services Limited
- Institutional CN (europe) - Empresa De Investimento, S. A
Its Form ADV brochure (filed March 2026) names Icapital Markets as the broker-dealer its advisers are registered with.
iding investment advice on behalf of our firm are registered representatives with iCapital Markets, a securities broker-dealer, and a member of the Financial Industry Regulatory Authority and the Securities Investor Protection Corporation.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 22 | $360M | 100% |
Disciplinary disclosures
Outcome Driven Strategies, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Outcome Driven Strategies, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 960 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Outcome Driven Strategies, LLC manage?
Outcome Driven Strategies, LLC reports $360 million in regulatory assets under management across 639 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Outcome Driven Strategies, LLC?
Outcome Driven Strategies, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Outcome Driven Strategies, LLC’s clients?
By assets, its largest client types are other investment advisers ($360 million, 22 clients).
Does Outcome Driven Strategies, LLC have any disciplinary history?
Outcome Driven Strategies, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Outcome Driven Strategies, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →