Outcome Driven Strategies, Llc
- Regulatory AUM
- $360M
- Discretionary
- $360M
- Clients
- 22
- Avg AUM / client
- $16.4M
- Accounts
- 639
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 22 | $360M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik Dorsey Johnson | Partner | Oct 1997 (29y) | ≈ 9.38% – 37.5% via Private Fund Advisors, Inc. | |
| Donald Stephen Huber | Partner | Dec 2001 (25y) | ≈ 12.5% – 42.19% via Chesapeake Advisory Group, Llp | |
| Thomas Nichols Biddison | Partner | Dec 2001 (25y) | ≈ 12.5% – 42.19% via Chesapeake Advisory Group, Llp | |
| Thome, Christopher, Wesley | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Axio Advisors Llc | Member | Jul 2020 | A | 50% – 75% |
| Cornerstone Advisory | Member | Jul 2020 | A | 50% – 75% |
| Institutional Capital Network, Inc. | Sole Member Of Axio Advisors Llc | Oct 2021 | B | ≈ 37.5% – 75% via Axio Advisors Llc |
| Icapital Inc. | Sole Shareholder Of Institutional Capital Network, Inc. | Aug 2022 | B | ≈ 28.13% – 75% via Institutional Capital Network, Inc. |
| Chesapeake Advisory Group, Llp | Owner | Apr 2017 | B | ≈ 25% – 56.25% via Cornerstone Advisory |
| Private Fund Advisors, Inc. | Owner | Apr 2017 | B | ≈ 12.5% – 37.5% via Cornerstone Advisory |
Estimated effective ownership (look-through of filed bands):
- Erik Dorsey Johnson: 75% – 100% of Private Fund Advisors, Inc. × 25% – 50% of Cornerstone Advisory × 50% – 75% direct ≈ 9.38% – 37.5% of the firm
- Donald Stephen Huber: 50% – 75% of Chesapeake Advisory Group, Llp × 50% – 75% of Cornerstone Advisory × 50% – 75% direct ≈ 12.5% – 42.19% of the firm
- Thomas Nichols Biddison: 50% – 75% of Chesapeake Advisory Group, Llp × 50% – 75% of Cornerstone Advisory × 50% – 75% direct ≈ 12.5% – 42.19% of the firm
- Institutional Capital Network, Inc.: 75% – 100% of Axio Advisors Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Icapital Inc.: 75% – 100% of Institutional Capital Network, Inc. × 75% – 100% of Axio Advisors Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Chesapeake Advisory Group, Llp: 50% – 75% of Cornerstone Advisory × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Private Fund Advisors, Inc.: 25% – 50% of Cornerstone Advisory × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗