COMPLIANCE & YOUR MONEY

There are three levels of oversight and structure protecting clients at Magnetic North Financial, LLC. 

To ensure that the advisors at Magnetic North Financial meet all compliance and supervision requirements under the Securities Exchange, Magnetic North Financial reports and responds to the direction of our support company, OneSeven. To learn more about OneSeven's role, please click on the link here https://weareoneseven.com/

Client assets are never held directly at Magnetic North Financial or OneSeven. We only use qualified custodians to protect your financial assets. OneSeven has custodial agreements with  Charles Schwab, Fidelity, and Raymond James. 

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The third level of support at Magnetic North Financial is through the collaboration of ACA Compliance group and Oneseven. ACA Compliance Group is a global compliance and regulatory company that has advised RIAs and financial firms for 20 years.

As of August 25th, 2025, ACA reaches:

6350 clients globally
1,400 employees worldwide
Spans 60 countries

ACA provides OneSeven and it's practices with regulatory expertise, strategic leadership in technology,
advisory cybersecurity, risk, and regulatory compliance.

For your safety and knowledge, please request an ADV Part 2B from Magnetic North Financial
LLC to learn about background, experience, and conflicts of interest, including supervisory
contact information.

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Please click here to email Magnetic North Financial LLC.​​

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