Data / Investment advisers / Maryland / Outcome Driven Strategies, LLC
Outcome Driven Strategies, LLC, Hunt Valley, MD: $360 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Outcome Driven Strategies, LLC is an SEC registered investment adviser with its main office in Hunt Valley, Maryland and reports $360 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management.
The request: Watch Outcome Driven Strategies, LLC (CRD number 311398): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 311398
- SEC file number
- 801-120270
- SEC status
- Approved, effective February 5, 2021
- Main office
- 211 Old Padonia Rd, Hunt Valley, MD 21030
- Phone
- (410) 468-1695
- Regulatory AUM
- $360,433,390 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $360,433,390
- Accounts
- 639
- Employees
- 10, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 22 | $360.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $360.4 million | March 27, 2026 |
| December 1, 2025 | $235.2 million | March 26, 2025 |
Other advisers in Hunt Valley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Marshall Financial Group LLC | Hunt Valley | $735.6 million | Not listed | adviserinfo.sec.gov |
| VSM Wealth Advisory, LLC | Hunt Valley | $677.5 million | Not listed | adviserinfo.sec.gov |
| Perspective Wealth Management | Hunt Valley | $595 million | Not listed | adviserinfo.sec.gov |
| Tufton Capital Management, LLC | Hunt Valley | $463.8 million | Not listed | adviserinfo.sec.gov |
| Bay Harbor Wealth Management, LLC | Hunt Valley | $412 million | Not listed | adviserinfo.sec.gov |
| Independent Access Partners, LLC | Hunt Valley | $256.9 million | 18 | adviserinfo.sec.gov |
| Global Brokerage Services, Inc. | Hunt Valley | $162.8 million | Not listed | adviserinfo.sec.gov |
| Snyder Asset Management, LLC | Hunt Valley | $112.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Hunt Valley, MD
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Outcome Driven Strategies, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.