9AT: OUTCOME DRIVEN STRATEGIES, LLC

OUTCOME DRIVEN STRATEGIES, LLC

OUTCOME DRIVEN STRATEGIES, LLC

Adviser Profile

As of Date	03/27/2026
Registration	SEC, Approved, 02/05/2021
ADV Location	HUNT VALLEY, MD, United States
Contact Info	410 xxxxxxx

AUM^*	360,433,390 84%
of that, discretionary	360,433,390 84%
Number of Employees	10
of those in investment advisory functions	6
Private Fund GAV^*	0
Avg Account Size	564,059 -38%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

360M 309M 257M 206M 154M 103M 51M

2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Description of Firm Outcome Driven Strategies, LLC is a registered investment adviser based in Hunt Valley, MD. We are organized as a limited liability company ("LLC") under the laws of the State of Delaware. We have been providing investment advisory services since February 2020. Outcome Driven Strategies, LLC is a Delaware Limited Liability Company and is jointly managed by its members Axio Advisors, LLC and Cornerstone Advisory LLC. We are indirectly owned by Chesapeake Advisory Group LLP, Private Fund Advisors, Inc., Donald Huber, Thomas Biddison, Erik Johnson Dorsey, Institutional Capital Network, Inc. and iCapital Inc. Our Chief Compliance Officer is Christopher W. Thorne. The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we," "our," and "us" refer to Outcome Driven Strategies, LLC and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm.
In providing account management services, we do not accept client restrictions on the specific securities or the types of securities that may be held in your account.
Sub-Advisory Services to Registered Investment Advisers and Other Financial Professionals, including Broker Dealers Our services are not offered to individual retail investors. We offer sub-advisory services

to unaffiliated third-party money managers who are federally or state registered investment advisers (the "Primary Investment Adviser" or "PIA"). We provide discretionary investment advisory services to managers under individually negotiated advisory agreements. As the sub-adviser, we manage these accounts in accordance with investment direction provided by the managers. While we are responsible for the overall management of the assets delegated to our firm, we will not solicit individual retail clients or communicate investment recommendations or selections directly to the Primary Investment Adviser's individual clients.
Wrap Fee Programs We do not participate in any wrap fee program.
Types of Investments We primarily offer advice on alternative investments, predominately structured notes, to Primary Investment Advisers. Refer to the Methods of Analysis, Investment Strategies and Risk of Loss below for additional disclosures on this topic.
Our investment strategies and advice are NOT based on a retail client's specific financial situation. The investment advice we provide to the Primary Investment Adviser may be different or conflicting with the advice we give to our other clients regarding the same security or investment.
Assets Under Management As of December 31, 2023, we provide continuous management services for $196,313,771 in client assets on a discretionary basis, and $0 in client assets on a non-discretionary basis. 4