Outcome Driven Strategies, LLC

RIASEC RegisteredEst. 2021
Total AUM
$360M
Discretionary
$360M
100% of AUM
Avg account
$564K
Accounts
639
Employees
10
Advisory reps
4

Firm details

Headquarters
Hunt Valley, Maryland
CRD number
311398
Registered since
February 5, 2021
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers100%

Firm profile

FINTRX

Overview

Outcome Driven Strategies, LLC is a limited liability company and SEC-registered investment adviser (registered in 2021) that positions itself as an institutional RIA and capital allocator serving institutional clients. The firm charges fees as a percentage of assets under management and reports that it does not identify as an active ESG investor. Its ownership is recorded as a mix of a domestic entity and an individual. Outcome Driven Strategies also performs multiple industry roles beyond advisory work: it is affiliated with broker-dealer activity, other investment adviser arrangements, CPO/CTA functions, an insurance company, and it acts as a sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 98%, Cash & Cash Equivalents 2%98%
  • Other98%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • Erik Johnson

    Erik Johnson

    Principal & Managing PartnerCRD 2185673

  • Thomas Biddison

    Thomas Biddison

    Managing PartnerCRD 2516775

  • Donald Huber

    Donald Huber

    Managing PartnerCRD 2493513

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hunt Valley, MD

Baltimore

Location

Hunt Valley, MD

Headquartered in Hunt Valley, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
211 Old Padonia Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth