Outcome Driven Strategies reports 22 other investment advisers. Of its assets, 100.0% ($360M across 639 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Other investment advisers | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Other investment advisers | 22 | $360M | 100.0% | $16.4M |
| Total | 22 | $360M | 100% | $16.4M |
- Clients
- 22
- Regulatory AUM
- $360M
- AUM share
- 100.0%
- Avg. per client
- $16.4M
Total
- Clients
- 22
- Regulatory AUM
- $360M
- AUM share
- 100%
- Avg. per client
- $16.4M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Outcome Driven Strategies is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Axio Advisors LLC owns 50% to 75% of Outcome Driven Strategies and is in turn owned by Institutional Capital Network, Inc. (75% or more). The leadership team of Outcome Driven Strategies includes Chief Compliance Officer Christopher Thome. It has 10 employees, 6 of them in advisory roles.
Staff
- 10 employees
- 6 in advisory functions
- 2 state-registered reps
- 4 broker-dealer reps
- 2 soliciting firms
- Owns 50% to 75% of Outcome Driven Strategies, LLC
Axio Advisors LLC
Control person · since July 2020
- Owns 75% or more of Axio Advisors LLC
Institutional Capital Network, Inc.
since October 2021
- Owns 75% or more of Institutional Capital Network, Inc.
Icapital Inc.
Control person · since August 2022
- Owns 50% to 75% of Outcome Driven Strategies, LLC
Cornerstone Advisory
Control person · since July 2020
- Owns 50% to 75% of Cornerstone Advisory
Chesapeake Advisory Group, LLP
Control person · since April 2017
- Owns 50% to 75% of Chesapeake Advisory Group, LLP
Donald Huber
Control person · since December 2001
- Owns 50% to 75% of Chesapeake Advisory Group, LLP
Thomas Biddison
Control person · since December 2001
- Owns 25% to 50% of Cornerstone Advisory
Private Fund Advisors, Inc.
Control person · since April 2017
- Owns 75% or more of Private Fund Advisors, Inc.
Erik Johnson
Control person · since October 1997
Outcome Driven Strategies’ regulatory assets grew Infinity× from $0 (March 2021) to $360M (March 2026); employees fell from 13 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $360M | 22 | 10 | 3 |
| Mar 2025March 2025 | $235M | 14 | 10 | 3 |
| Mar 2024March 2024 | $196M | 7 | 10 | 3 |
| Jun 2023June 2023 | $139M | 4 | 10 | 3 |
| Mar 2021March 2021 | $0 | 0 | 13 | 3 |
Besides its headquarters, Outcome Driven Strategies has 2 offices, with 3 listed addresses across 2 states.
Maryland · 2 listed addresses
- 211 Old Padonia RD, Hunt ValleyHQ
- 2 Evergreen Road, Severna Park
New York · 1 listed address
- 60 East 42nd Street, New York
Contact and registration details
- Legal name
- Outcome Driven Strategies, LLC
- Headquarters
- 211 Old Padonia RD, Hunt Valley, MD 21030
- Website
- Not reported
- Phone
- 410-468-1695
- SEC file
- 801-120270
- Structure
- Delaware LLC
- Fiscal year end
- December
Outcome Driven Strategies does not have custody of client assets.
What the accounts hold
- Cash4%
- Other96%
- Structured investments96%
How many clients does Outcome Driven Strategies have?
Outcome Driven Strategies has 22 clients and manages $360 million for them, as of March 2026. They include 22 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
How many financial advisors does Outcome Driven Strategies have?
Outcome Driven Strategies has 2 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Outcome Driven Strategies invest in?
At the end of its last fiscal year, Outcome Driven Strategies’ separately managed accounts held 96% other and 4% cash and equivalents. The 96% other category is described as: Structured Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Outcome Driven Strategies?
Outcome Driven Strategies is owned through a chain of holding companies by Donald Huber, Thomas Biddison, Erik Johnson and Icapital Inc. Its direct owners are Axio Advisors LLC (50% to 75%) and Cornerstone Advisory (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Outcome Driven Strategies get paid?
Outcome Driven Strategies is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Outcome Driven Strategies?
Outcome Driven Strategies’ main office is at 211 Old Padonia RD, Hunt Valley, MD 21030. Its phone number is 410-468-1695.